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HIGHLAND RETIREMENT PLAN 401k Plan overview

Plan NameHIGHLAND RETIREMENT PLAN
Plan identification number 002

HIGHLAND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HIGHLAND HOSPITAL OF ROCHESTER has sponsored the creation of one or more 401k plans.

Company Name:HIGHLAND HOSPITAL OF ROCHESTER
Employer identification number (EIN):160743037
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HIGHLAND HOSPITAL OF ROCHESTER

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1889-04-05
Company Identification Number: 25239
Legal Registered Office Address: 1000 SOUTH AVENUE
Monroe
ROCHESTER
United States of America (USA)
14620

More information about HIGHLAND HOSPITAL OF ROCHESTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGHLAND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2018-10-08
0022016-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2017-10-12
0022015-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2016-10-14
0022014-01-01KEVIN R SEGERSON KEVIN R SEGERSON2015-10-13
0022013-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2014-10-15
0022012-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2013-10-14
0022011-01-01KEVIN R. SEGERSON KEVIN R. SEGERSON2012-10-11

Plan Statistics for HIGHLAND RETIREMENT PLAN

401k plan membership statisitcs for HIGHLAND RETIREMENT PLAN

Measure Date Value
2022: HIGHLAND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,813
Total number of active participants reported on line 7a of the Form 55002022-01-013,845
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,581
Total of all active and inactive participants2022-01-015,426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-015,433
Number of participants with account balances2022-01-014,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HIGHLAND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,190
Total number of active participants reported on line 7a of the Form 55002021-01-013,463
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,361
Total of all active and inactive participants2021-01-014,824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-014,831
Number of participants with account balances2021-01-014,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HIGHLAND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,592
Total number of active participants reported on line 7a of the Form 55002020-01-013,394
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01816
Total of all active and inactive participants2020-01-014,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-014,214
Number of participants with account balances2020-01-013,729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HIGHLAND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,852
Total number of active participants reported on line 7a of the Form 55002019-01-013,116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01476
Total of all active and inactive participants2019-01-013,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-013,595
Number of participants with account balances2019-01-013,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HIGHLAND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,617
Total number of active participants reported on line 7a of the Form 55002018-01-012,534
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01317
Total of all active and inactive participants2018-01-012,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,852
Number of participants with account balances2018-01-012,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HIGHLAND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,682
Total number of active participants reported on line 7a of the Form 55002017-01-012,829
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01237
Total of all active and inactive participants2017-01-013,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,066
Number of participants with account balances2017-01-012,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HIGHLAND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,572
Total number of active participants reported on line 7a of the Form 55002016-01-012,682
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01255
Total of all active and inactive participants2016-01-012,937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,937
Number of participants with account balances2016-01-011,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HIGHLAND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,896
Total number of active participants reported on line 7a of the Form 55002015-01-011,956
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01179
Total of all active and inactive participants2015-01-012,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,135
Number of participants with account balances2015-01-011,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HIGHLAND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,572
Total number of active participants reported on line 7a of the Form 55002014-01-011,917
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01125
Total of all active and inactive participants2014-01-012,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,042
Number of participants with account balances2014-01-011,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HIGHLAND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,475
Total number of active participants reported on line 7a of the Form 55002013-01-012,555
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-012,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,643
Number of participants with account balances2013-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HIGHLAND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,419
Total number of active participants reported on line 7a of the Form 55002012-01-012,417
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0158
Total of all active and inactive participants2012-01-012,475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,475
Number of participants with account balances2012-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HIGHLAND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,393
Total number of active participants reported on line 7a of the Form 55002011-01-012,388
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-012,419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,419
Number of participants with account balances2011-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on HIGHLAND RETIREMENT PLAN

Measure Date Value
2022 : HIGHLAND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,565,347
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,735,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,568,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,202,958
Value of total assets at end of year2022-12-31$102,312,876
Value of total assets at beginning of year2022-12-31$111,613,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,695
Total interest from all sources2022-12-31$18,110
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,066,903
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$3,066,903
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,243,090
Participant contributions at end of year2022-12-31$200,685
Participant contributions at beginning of year2022-12-31$14,605
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$532,614
Administrative expenses (other) incurred2022-12-31$166,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,300,696
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,312,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$111,613,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$96,312,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,136,464
Interest on participant loans2022-12-31$3,752
Interest earned on other investments2022-12-31$14,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$375,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$585,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,853,318
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
Contributions received in cash from employer2022-12-31$5,427,254
Employer contributions (assets) at end of year2022-12-31$5,424,171
Employer contributions (assets) at beginning of year2022-12-31$4,876,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,568,654
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2022-12-31161092347
2021 : HIGHLAND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$25,849,498
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,229,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,060,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,100,691
Value of total assets at end of year2021-12-31$111,613,572
Value of total assets at beginning of year2021-12-31$90,993,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$169,247
Total interest from all sources2021-12-31$16,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,767,835
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$3,767,835
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,495,801
Participant contributions at end of year2021-12-31$14,605
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$233,026
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$728,044
Administrative expenses (other) incurred2021-12-31$169,247
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$20,619,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$111,613,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$90,993,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,136,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,827,708
Interest earned on other investments2021-12-31$16,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$585,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$570,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,964,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,876,846
Employer contributions (assets) at end of year2021-12-31$4,876,846
Employer contributions (assets) at beginning of year2021-12-31$4,362,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,060,506
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2021-12-31161092347
2020 : HIGHLAND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,486,615
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,028,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,879,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,497,466
Value of total assets at end of year2020-12-31$90,993,827
Value of total assets at beginning of year2020-12-31$72,535,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$149,580
Total interest from all sources2020-12-31$14,565
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,800,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,800,398
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,462,884
Participant contributions at end of year2020-12-31$233,026
Participant contributions at beginning of year2020-12-31$399
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$672,391
Administrative expenses (other) incurred2020-12-31$149,580
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$18,457,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$90,993,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,535,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,827,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,956,579
Interest earned on other investments2020-12-31$14,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$570,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$473,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,174,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,362,191
Employer contributions (assets) at end of year2020-12-31$4,362,191
Employer contributions (assets) at beginning of year2020-12-31$4,105,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,879,074
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2020-12-31161092347
2019 : HIGHLAND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$21,787,800
Total income from all sources (including contributions)2019-12-31$21,787,800
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,278,151
Total of all expenses incurred2019-12-31$2,278,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,151,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,151,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,302,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,302,254
Value of total assets at end of year2019-12-31$72,535,866
Value of total assets at end of year2019-12-31$72,535,866
Value of total assets at beginning of year2019-12-31$53,026,217
Value of total assets at beginning of year2019-12-31$53,026,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,715
Total interest from all sources2019-12-31$13,450
Total interest from all sources2019-12-31$13,450
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,657,675
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,657,675
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$1,657,675
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,657,675
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,948,022
Contributions received from participants2019-12-31$5,948,022
Participant contributions at end of year2019-12-31$399
Participant contributions at end of year2019-12-31$399
Participant contributions at beginning of year2019-12-31$1,003
Participant contributions at beginning of year2019-12-31$1,003
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$249,137
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$249,137
Administrative expenses (other) incurred2019-12-31$126,715
Administrative expenses (other) incurred2019-12-31$126,715
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$19,509,649
Value of net income/loss2019-12-31$19,509,649
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,535,866
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,535,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,026,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,026,217
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,956,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,956,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,913,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,913,346
Interest earned on other investments2019-12-31$13,450
Interest earned on other investments2019-12-31$13,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$473,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$473,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$438,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$438,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,814,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,814,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,105,095
Contributions received in cash from employer2019-12-31$4,105,095
Employer contributions (assets) at end of year2019-12-31$4,105,059
Employer contributions (assets) at end of year2019-12-31$4,105,059
Employer contributions (assets) at beginning of year2019-12-31$3,673,000
Employer contributions (assets) at beginning of year2019-12-31$3,673,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,151,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,151,436
Did the plan have assets held for investment2019-12-31Yes
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
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 name2019-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm name2019-12-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2019-12-31161092347
Accountancy firm EIN2019-12-31161092347
2018 : HIGHLAND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$6,573,279
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,996,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,892,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,364,188
Value of total assets at end of year2018-12-31$53,026,217
Value of total assets at beginning of year2018-12-31$49,449,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,862
Total interest from all sources2018-12-31$10,098
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,483,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,483,915
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,165,784
Participant contributions at end of year2018-12-31$1,003
Participant contributions at beginning of year2018-12-31$1,341
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$525,404
Administrative expenses (other) incurred2018-12-31$103,862
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$3,577,049
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,026,217
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,449,168
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$48,913,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,112,673
Interest earned on other investments2018-12-31$10,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$438,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$284,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,284,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,673,000
Employer contributions (assets) at end of year2018-12-31$3,673,000
Employer contributions (assets) at beginning of year2018-12-31$3,050,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,892,368
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MENGEL METZGER BARR & CO. LLP
Accountancy firm EIN2018-12-31161092347
2017 : HIGHLAND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,852,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,266,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,194,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,507,926
Value of total assets at end of year2017-12-31$49,449,168
Value of total assets at beginning of year2017-12-31$36,863,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,390
Total interest from all sources2017-12-31$6,311
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,046,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,046,083
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,700,070
Participant contributions at end of year2017-12-31$1,341
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$757,338
Other income not declared elsewhere2017-12-31$54,541
Administrative expenses (other) incurred2017-12-31$72,390
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$12,585,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,449,168
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$36,863,613
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$46,112,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,055,231
Interest earned on other investments2017-12-31$6,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$284,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$149,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,237,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,050,518
Employer contributions (assets) at end of year2017-12-31$3,050,518
Employer contributions (assets) at beginning of year2017-12-31$2,659,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,194,089
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 name2017-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2017-12-31161092347
2016 : HIGHLAND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,880,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,619,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,566,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,441,362
Value of total assets at end of year2016-12-31$36,863,613
Value of total assets at beginning of year2016-12-31$27,602,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,143
Total interest from all sources2016-12-31$3,574
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$826,393
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$826,393
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,391,391
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$161,823
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,330,651
Administrative expenses (other) incurred2016-12-31$53,143
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$9,261,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,863,613
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,602,328
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$34,055,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,064,040
Interest earned on other investments2016-12-31$3,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$149,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,609,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,719,320
Employer contributions (assets) at end of year2016-12-31$2,659,261
Employer contributions (assets) at beginning of year2016-12-31$2,279,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,566,531
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 name2016-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2016-12-31161092347
2015 : HIGHLAND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,443,199
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$989,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$949,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,680,295
Value of total assets at end of year2015-12-31$27,602,328
Value of total assets at beginning of year2015-12-31$22,149,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$40,737
Total interest from all sources2015-12-31$2,084
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$614,072
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$614,072
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,064,535
Participant contributions at end of year2015-12-31$161,823
Participant contributions at beginning of year2015-12-31$104,894
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$336,339
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$5,453,264
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,602,328
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,149,064
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$25,064,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,891,449
Interest earned on other investments2015-12-31$2,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$65,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-853,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,279,421
Employer contributions (assets) at end of year2015-12-31$2,279,421
Employer contributions (assets) at beginning of year2015-12-31$2,087,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$949,198
Contract administrator fees2015-12-31$40,737
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 name2015-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2015-12-31161092347
2014 : HIGHLAND RETIREMENT 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$7,147,791
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$718,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$686,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,029,881
Value of total assets at end of year2014-12-31$22,149,064
Value of total assets at beginning of year2014-12-31$15,719,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,112
Total interest from all sources2014-12-31$1,736
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$453,698
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$453,698
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,658,971
Participant contributions at end of year2014-12-31$104,894
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$283,646
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$6,429,745
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,149,064
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,719,319
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$19,891,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,855,310
Interest earned on other investments2014-12-31$1,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$65,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$662,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,087,264
Employer contributions (assets) at end of year2014-12-31$2,087,264
Employer contributions (assets) at beginning of year2014-12-31$1,815,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$686,934
Contract administrator fees2014-12-31$31,112
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 name2014-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2014-12-31161092347
2013 : HIGHLAND RETIREMENT 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$7,026,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$495,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$474,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,231,092
Value of total assets at end of year2013-12-31$15,719,319
Value of total assets at beginning of year2013-12-31$9,188,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,456
Total interest from all sources2013-12-31$866
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$315,339
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$315,339
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,377,850
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$7,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,413
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$6,530,988
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,719,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,188,331
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$13,855,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,734,560
Interest earned on other investments2013-12-31$866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,478,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,815,829
Employer contributions (assets) at end of year2013-12-31$1,815,044
Employer contributions (assets) at beginning of year2013-12-31$1,435,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$474,843
Contract administrator fees2013-12-31$20,456
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 name2013-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2013-12-31161092347
2012 : HIGHLAND RETIREMENT 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$5,572,592
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$313,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$302,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,018,300
Value of total assets at end of year2012-12-31$9,188,331
Value of total assets at beginning of year2012-12-31$3,929,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,602
Total interest from all sources2012-12-31$208
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$146,404
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$146,404
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,126,665
Participant contributions at end of year2012-12-31$7,000
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$448,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,258,997
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,188,331
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,929,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,734,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,775,269
Interest earned on other investments2012-12-31$208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$407,680
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$1,443,405
Employer contributions (assets) at end of year2012-12-31$1,435,127
Employer contributions (assets) at beginning of year2012-12-31$1,152,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$302,993
Contract administrator fees2012-12-31$10,602
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 name2012-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2012-12-31161092347
2011 : HIGHLAND RETIREMENT 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$3,959,261
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$29,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,972,068
Value of total assets at end of year2011-12-31$3,929,334
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,843
Total interest from all sources2011-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$52,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$52,953
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
Contributions received from participants2011-12-31$2,722,519
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,604
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$3,929,334
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,929,334
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,775,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,152,945
Employer contributions (assets) at end of year2011-12-31$1,152,945
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,084
Contract administrator fees2011-12-31$2,843
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MENGEL, METZGER, BARR & CO.
Accountancy firm EIN2011-12-31161092347

Form 5500 Responses for HIGHLAND RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered89
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered106
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered68
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered1241
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered1024
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405272
Policy instance 1
Insurance contract or identification number405272
Number of Individuals Covered508
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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