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KUEHNE & NAGEL PENSION PLAN 401k Plan overview

Plan NameKUEHNE & NAGEL PENSION PLAN
Plan identification number 001

KUEHNE & NAGEL PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

KUEHNE & NAGEL INC. has sponsored the creation of one or more 401k plans.

Company Name:KUEHNE & NAGEL INC.
Employer identification number (EIN):132571986
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUEHNE & NAGEL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SONIA VELASCO2023-10-13
0012021-01-01JOHN GERGEN2022-12-13
0012020-01-01JOHN GERGEN2021-09-24
0012019-01-01JOHN GERGEN2020-10-13
0012018-01-01JOHN GERGEN2019-10-14
0012017-01-01JOHN GERGEN
0012016-01-01JOHN GERGEN
0012015-01-01JOHN GERGEN
0012014-01-01JOHN GERGEN
0012013-01-01STAN GERGEN
0012012-01-01JOHN GERGEN JAMES WOOD2013-10-09
0012011-01-01JOHN GERGEN
0012009-01-01SILVIA CALDON

Plan Statistics for KUEHNE & NAGEL PENSION PLAN

401k plan membership statisitcs for KUEHNE & NAGEL PENSION PLAN

Measure Date Value
2022: KUEHNE & NAGEL PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3171,126,421
Acturial value of plan assets2022-12-3171,126,421
Funding target for retired participants and beneficiaries receiving payment2022-12-3127,868,708
Number of terminated vested participants2022-12-31453
Fundng target for terminated vested participants2022-12-3114,413,003
Active participant vested funding target2022-12-3113,897,712
Number of active participants2022-12-31364
Total funding liabilities for active participants2022-12-3114,026,231
Total participant count2022-12-311,319
Total funding target for all participants2022-12-3156,307,942
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3115,288,086
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3115,288,086
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3115,090,870
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3137,000
Net shortfall amortization installment of oustanding balance2022-12-31272,391
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3162,172
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3162,172
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,319
Total number of active participants reported on line 7a of the Form 55002022-01-01327
Number of retired or separated participants receiving benefits2022-01-01493
Number of other retired or separated participants entitled to future benefits2022-01-01443
Total of all active and inactive participants2022-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0137
Total participants2022-01-011,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KUEHNE & NAGEL PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3174,634,161
Acturial value of plan assets2021-12-3174,634,161
Funding target for retired participants and beneficiaries receiving payment2021-12-3126,449,567
Number of terminated vested participants2021-12-31447
Fundng target for terminated vested participants2021-12-3113,090,530
Active participant vested funding target2021-12-3114,494,461
Number of active participants2021-12-31396
Total funding liabilities for active participants2021-12-3114,652,227
Total participant count2021-12-311,324
Total funding target for all participants2021-12-3154,192,324
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3114,044,486
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31699,439
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3113,345,047
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3115,288,086
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3138,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,324
Total number of active participants reported on line 7a of the Form 55002021-01-01364
Number of retired or separated participants receiving benefits2021-01-01469
Number of other retired or separated participants entitled to future benefits2021-01-01448
Total of all active and inactive participants2021-01-011,281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KUEHNE & NAGEL PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3167,280,085
Acturial value of plan assets2020-12-3167,280,085
Funding target for retired participants and beneficiaries receiving payment2020-12-3125,099,420
Number of terminated vested participants2020-12-31435
Fundng target for terminated vested participants2020-12-3112,708,922
Active participant vested funding target2020-12-3116,702,948
Number of active participants2020-12-31446
Total funding liabilities for active participants2020-12-3116,889,877
Total participant count2020-12-311,330
Total funding target for all participants2020-12-3154,698,219
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3113,477,662
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,414,025
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3112,063,637
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3114,044,486
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3135,000
Net shortfall amortization installment of oustanding balance2020-12-311,462,620
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31699,439
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31699,439
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,330
Total number of active participants reported on line 7a of the Form 55002020-01-01396
Number of retired or separated participants receiving benefits2020-01-01449
Number of other retired or separated participants entitled to future benefits2020-01-01443
Total of all active and inactive participants2020-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-011,324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KUEHNE & NAGEL PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3159,772,681
Acturial value of plan assets2019-12-3159,772,681
Funding target for retired participants and beneficiaries receiving payment2019-12-3123,921,548
Number of terminated vested participants2019-12-31443
Fundng target for terminated vested participants2019-12-3112,620,390
Active participant vested funding target2019-12-3116,435,713
Number of active participants2019-12-31465
Total funding liabilities for active participants2019-12-3116,659,323
Total participant count2019-12-311,337
Total funding target for all participants2019-12-3153,201,261
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3114,013,961
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31728,932
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3113,285,029
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3113,477,662
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3148,000
Net shortfall amortization installment of oustanding balance2019-12-316,906,242
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,414,025
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,414,025
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,337
Total number of active participants reported on line 7a of the Form 55002019-01-01446
Number of retired or separated participants receiving benefits2019-01-01420
Number of other retired or separated participants entitled to future benefits2019-01-01432
Total of all active and inactive participants2019-01-011,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0132
Total participants2019-01-011,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KUEHNE & NAGEL PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3160,865,315
Acturial value of plan assets2018-12-3160,865,315
Funding target for retired participants and beneficiaries receiving payment2018-12-3122,600,482
Number of terminated vested participants2018-12-31441
Fundng target for terminated vested participants2018-12-3111,435,200
Active participant vested funding target2018-12-3115,574,229
Number of active participants2018-12-31494
Total funding liabilities for active participants2018-12-3115,849,239
Total participant count2018-12-311,344
Total funding target for all participants2018-12-3149,884,921
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,972,498
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31378,513
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,593,985
Present value of excess contributions2018-12-3110,391,413
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3111,042,292
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3111,042,292
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3114,013,961
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3179,000
Net shortfall amortization installment of oustanding balance2018-12-313,033,567
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31728,932
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31728,932
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,344
Total number of active participants reported on line 7a of the Form 55002018-01-01465
Number of retired or separated participants receiving benefits2018-01-01404
Number of other retired or separated participants entitled to future benefits2018-01-01441
Total of all active and inactive participants2018-01-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0127
Total participants2018-01-011,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KUEHNE & NAGEL PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3145,035,057
Acturial value of plan assets2017-12-3145,035,057
Funding target for retired participants and beneficiaries receiving payment2017-12-3121,189,724
Number of terminated vested participants2017-12-31428
Fundng target for terminated vested participants2017-12-3110,698,328
Active participant vested funding target2017-12-3115,371,799
Number of active participants2017-12-31533
Total funding liabilities for active participants2017-12-3115,690,282
Total participant count2017-12-311,348
Total funding target for all participants2017-12-3147,578,334
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,188,074
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,188,074
Present value of excess contributions2017-12-311,617,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,717,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,717,179
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,972,498
Total employer contributions2017-12-3112,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3111,034,008
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3175,000
Net shortfall amortization installment of oustanding balance2017-12-315,515,775
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,021,108
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31378,513
Additional cash requirement2017-12-31642,595
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,034,008
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,348
Total number of active participants reported on line 7a of the Form 55002017-01-01494
Number of retired or separated participants receiving benefits2017-01-01387
Number of other retired or separated participants entitled to future benefits2017-01-01439
Total of all active and inactive participants2017-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0124
Total participants2017-01-011,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KUEHNE & NAGEL PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3150,180,126
Acturial value of plan assets2016-12-3150,180,126
Funding target for retired participants and beneficiaries receiving payment2016-12-3119,259,189
Number of terminated vested participants2016-12-31934
Fundng target for terminated vested participants2016-12-3116,342,423
Active participant vested funding target2016-12-3115,068,258
Number of active participants2016-12-31569
Total funding liabilities for active participants2016-12-3115,466,961
Total participant count2016-12-311,849
Total funding target for all participants2016-12-3151,068,573
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,186,058
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,186,058
Present value of excess contributions2016-12-311,044,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,111,630
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,188,074
Total employer contributions2016-12-312,200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,010,324
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3150,000
Net shortfall amortization installment of oustanding balance2016-12-312,076,521
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31393,090
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31393,090
Contributions allocatedtoward minimum required contributions for current year2016-12-312,010,324
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,849
Total number of active participants reported on line 7a of the Form 55002016-01-01533
Number of retired or separated participants receiving benefits2016-01-01368
Number of other retired or separated participants entitled to future benefits2016-01-01426
Total of all active and inactive participants2016-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KUEHNE & NAGEL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,862
Total number of active participants reported on line 7a of the Form 55002015-01-01569
Number of retired or separated participants receiving benefits2015-01-01331
Number of other retired or separated participants entitled to future benefits2015-01-01934
Total of all active and inactive participants2015-01-011,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-011,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KUEHNE & NAGEL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,874
Total number of active participants reported on line 7a of the Form 55002014-01-01625
Number of retired or separated participants receiving benefits2014-01-01287
Number of other retired or separated participants entitled to future benefits2014-01-01935
Total of all active and inactive participants2014-01-011,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-011,862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KUEHNE & NAGEL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,896
Total number of active participants reported on line 7a of the Form 55002013-01-01696
Number of retired or separated participants receiving benefits2013-01-01256
Number of other retired or separated participants entitled to future benefits2013-01-01910
Total of all active and inactive participants2013-01-011,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-011,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KUEHNE & NAGEL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,936
Total number of active participants reported on line 7a of the Form 55002012-01-01760
Number of retired or separated participants receiving benefits2012-01-01221
Number of other retired or separated participants entitled to future benefits2012-01-01907
Total of all active and inactive participants2012-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KUEHNE & NAGEL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,950
Total number of active participants reported on line 7a of the Form 55002011-01-01757
Number of retired or separated participants receiving benefits2011-01-01173
Number of other retired or separated participants entitled to future benefits2011-01-01998
Total of all active and inactive participants2011-01-011,928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-011,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: KUEHNE & NAGEL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,996
Total number of active participants reported on line 7a of the Form 55002009-01-01884
Number of retired or separated participants receiving benefits2009-01-01149
Number of other retired or separated participants entitled to future benefits2009-01-01923
Total of all active and inactive participants2009-01-011,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KUEHNE & NAGEL PENSION PLAN

Measure Date Value
2022 : KUEHNE & NAGEL PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,921,442
Total unrealized appreciation/depreciation of assets2022-12-31$-11,921,442
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$73,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,734,313
Total loss/gain on sale of assets2022-12-31$-3,159,439
Total of all expenses incurred2022-12-31$2,955,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,671,162
Value of total assets at end of year2022-12-31$53,510,261
Value of total assets at beginning of year2022-12-31$71,126,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$284,526
Total interest from all sources2022-12-31$1,731,230
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$76,951
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$76,951
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,394,777
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,502,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$73,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$889
Administrative expenses (other) incurred2022-12-31$26,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,690,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,436,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,126,421
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
Investment advisory and management fees2022-12-31$176,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,109,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,150,083
Interest earned on other investments2022-12-31$92,981
Income. Interest from US Government securities2022-12-31$224,874
Income. Interest from corporate debt instruments2022-12-31$1,404,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,099,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,471,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,471,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,468
Asset value of US Government securities at end of year2022-12-31$9,707,497
Asset value of US Government securities at beginning of year2022-12-31$15,423,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,462,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,671,162
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$35,198,577
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$44,579,041
Contract administrator fees2022-12-31$82,099
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$31,715,277
Aggregate carrying amount (costs) on sale of assets2022-12-31$34,874,716
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAZARS USA LLP
Accountancy firm EIN2022-12-31131459550
2021 : KUEHNE & NAGEL PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-3,147,111
Total unrealized appreciation/depreciation of assets2021-12-31$-3,147,111
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$0
Total income from all sources (including contributions)2021-12-31$-824,430
Total loss/gain on sale of assets2021-12-31$-538,750
Total of all expenses incurred2021-12-31$2,683,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,527,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$71,126,421
Value of total assets at beginning of year2021-12-31$74,634,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,342
Total interest from all sources2021-12-31$1,536,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,367
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$116,367
Administrative expenses professional fees incurred2021-12-31$34,672
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,502,248
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,268,831
Other income not declared elsewhere2021-12-31$75,337
Administrative expenses (other) incurred2021-12-31$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,507,741
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,126,421
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,634,162
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$118,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,150,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,100,079
Interest earned on other investments2021-12-31$87,612
Income. Interest from US Government securities2021-12-31$39,447
Income. Interest from corporate debt instruments2021-12-31$1,408,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,471,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,104,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,104,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$69
Asset value of US Government securities at end of year2021-12-31$15,423,190
Asset value of US Government securities at beginning of year2021-12-31$16,614,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,133,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,527,969
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$44,579,041
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$45,546,482
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
Aggregate proceeds on sale of assets2021-12-31$31,470,084
Aggregate carrying amount (costs) on sale of assets2021-12-31$32,008,834
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : KUEHNE & NAGEL PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,604,469
Total unrealized appreciation/depreciation of assets2020-12-31$4,604,469
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$9,949,499
Total loss/gain on sale of assets2020-12-31$641,192
Total of all expenses incurred2020-12-31$2,595,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,401,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$74,634,162
Value of total assets at beginning of year2020-12-31$67,280,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$193,550
Total interest from all sources2020-12-31$3,296,707
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96,375
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$96,375
Administrative expenses professional fees incurred2020-12-31$34,231
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,268,831
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,468,809
Administrative expenses (other) incurred2020-12-31$3,291
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$7,354,077
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,634,162
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,280,085
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$156,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,100,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,892,948
Interest earned on other investments2020-12-31$117,486
Income. Interest from US Government securities2020-12-31$1,866,485
Income. Interest from corporate debt instruments2020-12-31$1,310,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,104,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$695,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$695,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,812
Asset value of US Government securities at end of year2020-12-31$16,614,740
Asset value of US Government securities at beginning of year2020-12-31$19,496,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,310,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,401,872
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$45,546,482
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$34,726,173
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
Aggregate proceeds on sale of assets2020-12-31$49,696,516
Aggregate carrying amount (costs) on sale of assets2020-12-31$49,055,324
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARKS PANETH LLP
Accountancy firm EIN2020-12-31113518842
2019 : KUEHNE & NAGEL PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,138,542
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,138,542
Total unrealized appreciation/depreciation of assets2019-12-31$5,138,542
Total unrealized appreciation/depreciation of assets2019-12-31$5,138,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,973,429
Total income from all sources (including contributions)2019-12-31$9,973,429
Total loss/gain on sale of assets2019-12-31$640,609
Total loss/gain on sale of assets2019-12-31$640,609
Total of all expenses incurred2019-12-31$2,466,024
Total of all expenses incurred2019-12-31$2,466,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,274,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,274,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$67,280,085
Value of total assets at end of year2019-12-31$67,280,085
Value of total assets at beginning of year2019-12-31$59,772,680
Value of total assets at beginning of year2019-12-31$59,772,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$191,912
Total interest from all sources2019-12-31$1,952,567
Total interest from all sources2019-12-31$1,952,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,453
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,453
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,453
Administrative expenses professional fees incurred2019-12-31$31,615
Administrative expenses professional fees incurred2019-12-31$31,615
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,468,809
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,468,809
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,176,802
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,176,802
Administrative expenses (other) incurred2019-12-31$3,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,507,405
Value of net income/loss2019-12-31$7,507,405
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,280,085
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,280,085
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,772,680
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,772,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$157,215
Investment advisory and management fees2019-12-31$157,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,892,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,892,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,811,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,811,237
Interest earned on other investments2019-12-31$85,317
Interest earned on other investments2019-12-31$85,317
Income. Interest from US Government securities2019-12-31$633,913
Income. Interest from US Government securities2019-12-31$633,913
Income. Interest from corporate debt instruments2019-12-31$1,220,819
Income. Interest from corporate debt instruments2019-12-31$1,220,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$695,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$780,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$780,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$780,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$780,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,518
Asset value of US Government securities at end of year2019-12-31$19,496,253
Asset value of US Government securities at end of year2019-12-31$19,496,253
Asset value of US Government securities at beginning of year2019-12-31$16,201,846
Asset value of US Government securities at beginning of year2019-12-31$16,201,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,083,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,083,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,274,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,274,112
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$34,726,173
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$34,726,173
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$32,802,290
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$32,802,290
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
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$31,155,101
Aggregate proceeds on sale of assets2019-12-31$31,155,101
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,514,492
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,514,492
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm name2019-12-31MARKS PANETH LLP
Accountancy firm EIN2019-12-31113518842
Accountancy firm EIN2019-12-31113518842
2018 : KUEHNE & NAGEL PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-104,302
Total unrealized appreciation/depreciation of assets2018-12-31$-104,302
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$792,397
Total loss/gain on sale of assets2018-12-31$60,075
Total of all expenses incurred2018-12-31$2,194,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,146,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$59,772,680
Value of total assets at beginning of year2018-12-31$61,174,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,609
Total interest from all sources2018-12-31$592,185
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$530,820
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$530,820
Administrative expenses professional fees incurred2018-12-31$45,219
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,176,802
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,402,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,772,680
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,174,784
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$7,811,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,897,535
Interest earned on other investments2018-12-31$30,286
Income. Interest from US Government securities2018-12-31$77,106
Income. Interest from corporate debt instruments2018-12-31$442,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$780,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$277,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$277,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$42,456
Asset value of US Government securities at end of year2018-12-31$16,201,846
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-286,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,146,892
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$32,802,290
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$98,057,822
Aggregate carrying amount (costs) on sale of assets2018-12-31$97,997,747
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 name2018-12-31MARKS PANETH LLP
Accountancy firm EIN2018-12-31113518842
2017 : KUEHNE & NAGEL PENSION 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$18,259,401
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,185,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,105,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,000,000
Value of total assets at end of year2017-12-31$61,174,784
Value of total assets at beginning of year2017-12-31$45,100,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,145
Total interest from all sources2017-12-31$1,654
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$835,532
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$835,532
Administrative expenses professional fees incurred2017-12-31$76,710
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$2,435
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$32,191
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$16,074,288
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,174,784
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,100,496
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$48,897,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,484,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$277,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$383,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$383,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,422,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,000,000
Employer contributions (assets) at end of year2017-12-31$12,000,000
Employer contributions (assets) at beginning of year2017-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,105,968
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 name2017-12-31MARKS PANETH LLP
Accountancy firm EIN2017-12-31113518842
2016 : KUEHNE & NAGEL PENSION 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$4,938,986
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,062,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,988,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,200,000
Value of total assets at end of year2016-12-31$45,100,496
Value of total assets at beginning of year2016-12-31$50,224,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,899
Total interest from all sources2016-12-31$3,403
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$910,667
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$910,667
Administrative expenses professional fees incurred2016-12-31$24,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$2,135
Total non interest bearing cash at end of year2016-12-31$32,191
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,124,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,100,496
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,224,496
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$42,484,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,617,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$383,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$451,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$451,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,824,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,200,000
Employer contributions (assets) at end of year2016-12-31$2,200,000
Employer contributions (assets) at beginning of year2016-12-31$1,156,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,988,087
Contract administrator fees2016-12-31$48,447
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 name2016-12-31MARKS PANETH LLP
Accountancy firm EIN2016-12-31113518842
2015 : KUEHNE & NAGEL PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,241,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,760,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,710,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,156,000
Value of total assets at end of year2015-12-31$50,224,496
Value of total assets at beginning of year2015-12-31$50,743,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49,716
Total interest from all sources2015-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$986,485
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$986,485
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$1,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-519,070
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,224,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$50,743,566
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$48,617,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,597,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$451,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$80,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$80,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-901,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,156,000
Employer contributions (assets) at end of year2015-12-31$1,156,000
Employer contributions (assets) at beginning of year2015-12-31$1,065,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,710,594
Contract administrator fees2015-12-31$48,164
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 name2015-12-31MARKS PANETH LLP
Accountancy firm EIN2015-12-31113518842
2014 : KUEHNE & NAGEL PENSION 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$4,637,908
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,571,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,525,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,319,034
Value of total assets at end of year2014-12-31$50,743,566
Value of total assets at beginning of year2014-12-31$47,677,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,391
Total interest from all sources2014-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,037,934
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$1,037,934
Administrative expenses professional fees incurred2014-12-31$300
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Administrative expenses (other) incurred2014-12-31$553
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$3,066,272
Value of net assets at end of year (total assets less liabilities)2014-12-31$50,743,566
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,677,294
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$49,597,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,372,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$80,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$220,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$220,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,280,908
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
Contributions received in cash from employer2014-12-31$1,319,034
Employer contributions (assets) at end of year2014-12-31$1,065,591
Employer contributions (assets) at beginning of year2014-12-31$1,084,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,525,245
Contract administrator fees2014-12-31$45,538
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 name2014-12-31MARKS PANETH LLP
Accountancy firm EIN2014-12-31113518842
2013 : KUEHNE & NAGEL PENSION 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$8,039,720
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,436,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,394,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,475,076
Value of total assets at end of year2013-12-31$47,677,294
Value of total assets at beginning of year2013-12-31$41,074,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,290
Total interest from all sources2013-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$802,872
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$802,872
Administrative expenses professional fees incurred2013-12-31$41,415
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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
Administrative expenses (other) incurred2013-12-31$875
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$6,603,077
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,677,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,074,217
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$46,372,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,274,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$220,596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$799,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$799,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,761,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,475,076
Employer contributions (assets) at end of year2013-12-31$1,084,236
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,394,353
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 name2013-12-31FISCHER BARR & WISSINGER LLC
Accountancy firm EIN2013-12-31273115411
2012 : KUEHNE & NAGEL PENSION 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$5,976,126
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,231,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,191,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,293,866
Value of total assets at end of year2012-12-31$41,074,217
Value of total assets at beginning of year2012-12-31$36,329,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,264
Total interest from all sources2012-12-31$55
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,017,357
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$1,017,357
Administrative expenses professional fees incurred2012-12-31$38,333
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,534
Administrative expenses (other) incurred2012-12-31$1,931
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$4,744,655
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,074,217
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,329,562
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$40,274,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,950,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$799,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$976,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$976,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,664,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,293,866
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$390,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,191,207
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 name2012-12-31FISCHER BARR & WISSINGER LLC
Accountancy firm EIN2012-12-31273115411
2011 : KUEHNE & NAGEL PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,269,805
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,149,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,128,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,805,691
Value of total assets at end of year2011-12-31$36,329,562
Value of total assets at beginning of year2011-12-31$35,209,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,898
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$453,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,756
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$15,395
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$1,120,179
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,329,562
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,209,383
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$6,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,950,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,050,149
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$22,341,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$976,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$776,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$776,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-318,797
Net investment gain/loss from pooled separate accounts2011-12-31$329,130
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,805,691
Employer contributions (assets) at end of year2011-12-31$390,163
Employer contributions (assets) at beginning of year2011-12-31$26,487
Income. Dividends from common stock2011-12-31$453,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,128,728
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31R. WERTHEIM & CO.
Accountancy firm EIN2011-12-31134035731
2010 : KUEHNE & NAGEL PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$117,521
Total unrealized appreciation/depreciation of assets2010-12-31$117,521
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$5,038,204
Total loss/gain on sale of assets2010-12-31$636,435
Total of all expenses incurred2010-12-31$1,113,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$960,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,431,963
Value of total assets at end of year2010-12-31$35,209,383
Value of total assets at beginning of year2010-12-31$31,284,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$152,779
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$237,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$24,989
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$15,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,801
Other income not declared elsewhere2010-12-31$1,048
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$3,924,647
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,209,383
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,284,736
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$152,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,050,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,719,432
Value of interest in pooled separate accounts at end of year2010-12-31$22,341,238
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,486,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$776,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,884,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,884,926
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$218,812
Net investment gain/loss from pooled separate accounts2010-12-31$2,613,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,431,963
Employer contributions (assets) at end of year2010-12-31$26,487
Employer contributions (assets) at beginning of year2010-12-31$1,447,737
Income. Dividends from common stock2010-12-31$237,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$960,778
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,488,934
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
Aggregate proceeds on sale of assets2010-12-31$13,538,226
Aggregate carrying amount (costs) on sale of assets2010-12-31$12,901,791
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31R. WERTHEIM & CO.
Accountancy firm EIN2010-12-31134035731
2009 : KUEHNE & NAGEL PENSION 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 KUEHNE & NAGEL PENSION PLAN

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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number16244
Policy instance 1
Insurance contract or identification number16244
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number16244
Policy instance 1
Insurance contract or identification number16244
Number of Individuals Covered856
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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