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DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan NameDLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number 001

DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • 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

DLZ CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DLZ CORPORATION
Employer identification number (EIN):311268981
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about DLZ CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2187927

More information about DLZ CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAM RAJADHYAKSHA
0012016-01-01RAM RAJADHYAKSHA
0012015-01-01RAM RAJADHYAKSHA
0012014-01-01RAM RAJADHYAKSHA
0012013-01-01RAM RAJADHYAKSHA
0012012-01-01RAM RAJADHYAKSHA
0012011-01-01RAM RAJADHYAKSHA VIKRAM RAJADHYAKSHA2012-10-15
0012010-01-01RAM RAJADHYAKSHA
0012009-01-01RAM RAJADHYAKSHA

Plan Statistics for DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

401k plan membership statisitcs for DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2022: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01908
Total number of active participants reported on line 7a of the Form 55002022-01-01683
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01269
Total of all active and inactive participants2022-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01979
Number of participants with account balances2022-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01853
Total number of active participants reported on line 7a of the Form 55002021-01-01658
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01225
Total of all active and inactive participants2021-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01908
Number of participants with account balances2021-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01850
Total number of active participants reported on line 7a of the Form 55002020-01-01629
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01204
Total of all active and inactive participants2020-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01853
Number of participants with account balances2020-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01807
Total number of active participants reported on line 7a of the Form 55002019-01-01646
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01184
Total of all active and inactive participants2019-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01850
Number of participants with account balances2019-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01776
Total number of active participants reported on line 7a of the Form 55002018-01-01602
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01187
Total of all active and inactive participants2018-01-01805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01807
Number of participants with account balances2018-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01713
Total number of active participants reported on line 7a of the Form 55002017-01-01585
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01180
Total of all active and inactive participants2017-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01776
Number of participants with account balances2017-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01711
Total number of active participants reported on line 7a of the Form 55002016-01-01546
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01156
Total of all active and inactive participants2016-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01713
Number of participants with account balances2016-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01680
Total number of active participants reported on line 7a of the Form 55002015-01-01532
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01711
Number of participants with account balances2015-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01692
Total number of active participants reported on line 7a of the Form 55002014-01-01499
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01174
Total of all active and inactive participants2014-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01680
Number of participants with account balances2014-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01574
Total number of active participants reported on line 7a of the Form 55002013-01-01526
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01692
Number of participants with account balances2013-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01615
Total number of active participants reported on line 7a of the Form 55002012-01-01436
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01574
Number of participants with account balances2012-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01618
Total number of active participants reported on line 7a of the Form 55002011-01-01466
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01142
Total of all active and inactive participants2011-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01615
Number of participants with account balances2011-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01602
Total number of active participants reported on line 7a of the Form 55002010-01-01475
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01140
Total of all active and inactive participants2010-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01618
Number of participants with account balances2010-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01816
Total number of active participants reported on line 7a of the Form 55002009-01-01442
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01159
Total of all active and inactive participants2009-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01602
Number of participants with account balances2009-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2022 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,337,690
Total unrealized appreciation/depreciation of assets2022-12-31$-1,337,690
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$0
Total income from all sources (including contributions)2022-12-31$-17,572,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,883,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,753,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,586,069
Value of total assets at end of year2022-12-31$115,952,976
Value of total assets at beginning of year2022-12-31$138,408,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,960
Total interest from all sources2022-12-31$26,213
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,780,622
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$2,780,622
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$6,017,414
Participant contributions at end of year2022-12-31$525,186
Participant contributions at beginning of year2022-12-31$558,542
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$721,791
Other income not declared elsewhere2022-12-31$45,938
Administrative expenses (other) incurred2022-12-31$129,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,455,749
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,952,976
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$138,408,725
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$86,731,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,973,400
Interest on participant loans2022-12-31$26,213
Value of interest in common/collective trusts at end of year2022-12-31$9,505,463
Value of interest in common/collective trusts at beginning of year2022-12-31$10,447,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$154,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$149,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$149,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,820,873
Net investment gain or loss from common/collective trusts2022-12-31$147,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$17,889,687
Assets. Invements in employer securities at beginning of year2022-12-31$19,227,378
Contributions received in cash from employer2022-12-31$1,846,864
Employer contributions (assets) at end of year2022-12-31$1,146,864
Employer contributions (assets) at beginning of year2022-12-31$1,052,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,753,284
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 name2022-12-31SOMERSET CPAS
Accountancy firm EIN2022-12-31201717681
2021 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$430,521
Total unrealized appreciation/depreciation of assets2021-12-31$430,521
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$20,921,434
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,090,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,058,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,467,786
Value of total assets at end of year2021-12-31$138,408,725
Value of total assets at beginning of year2021-12-31$125,577,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,773
Total interest from all sources2021-12-31$26,054
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,897,656
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$5,897,656
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,441,039
Participant contributions at end of year2021-12-31$558,542
Participant contributions at beginning of year2021-12-31$538,043
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,136,922
Other income not declared elsewhere2021-12-31$7,366
Administrative expenses (other) incurred2021-12-31$31,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,831,295
Value of net assets at end of year (total assets less liabilities)2021-12-31$138,408,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$125,577,430
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$106,973,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,756,265
Interest on participant loans2021-12-31$26,054
Value of interest in common/collective trusts at end of year2021-12-31$10,447,416
Value of interest in common/collective trusts at beginning of year2021-12-31$9,315,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$149,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$150,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$150,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,972,744
Net investment gain or loss from common/collective trusts2021-12-31$119,307
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
Assets. Invements in employer securities at end of year2021-12-31$19,227,378
Assets. Invements in employer securities at beginning of year2021-12-31$18,796,857
Contributions received in cash from employer2021-12-31$1,889,825
Employer contributions (assets) at end of year2021-12-31$1,052,038
Employer contributions (assets) at beginning of year2021-12-31$1,020,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,058,366
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 name2021-12-31SOMERSET CPAS
Accountancy firm EIN2021-12-31201717681
2020 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,168,557
Total unrealized appreciation/depreciation of assets2020-12-31$1,168,557
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$28,505,353
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,099,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,075,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,125,087
Value of total assets at end of year2020-12-31$125,577,430
Value of total assets at beginning of year2020-12-31$101,172,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,808
Total interest from all sources2020-12-31$25,800
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,279,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,279,119
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,040,975
Participant contributions at end of year2020-12-31$538,043
Participant contributions at beginning of year2020-12-31$409,847
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$150,993
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$263,554
Administrative expenses (other) incurred2020-12-31$24,808
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$24,405,361
Value of net assets at end of year (total assets less liabilities)2020-12-31$125,577,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$101,172,069
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$95,756,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$74,627,099
Interest on participant loans2020-12-31$25,800
Value of interest in common/collective trusts at end of year2020-12-31$9,315,318
Value of interest in common/collective trusts at beginning of year2020-12-31$7,107,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$150,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$170,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$170,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,760,232
Net investment gain or loss from common/collective trusts2020-12-31$146,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$18,796,857
Assets. Invements in employer securities at beginning of year2020-12-31$17,628,300
Contributions received in cash from employer2020-12-31$1,820,558
Employer contributions (assets) at end of year2020-12-31$1,020,558
Employer contributions (assets) at beginning of year2020-12-31$1,077,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,075,184
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS
Accountancy firm EIN2020-12-31201717681
2019 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,260,236
Total unrealized appreciation/depreciation of assets2019-12-31$2,260,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$25,112,201
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,227,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,198,809
Value of total corrective distributions2019-12-31$1,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,071,795
Value of total assets at end of year2019-12-31$101,172,069
Value of total assets at beginning of year2019-12-31$80,287,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,662
Total interest from all sources2019-12-31$21,442
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,891,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,891,534
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,668,274
Participant contributions at end of year2019-12-31$409,847
Participant contributions at beginning of year2019-12-31$425,149
Participant contributions at end of year2019-12-31$150,993
Participant contributions at beginning of year2019-12-31$254,647
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,491,457
Administrative expenses (other) incurred2019-12-31$27,662
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$20,884,440
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,172,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,287,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$74,627,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,025,367
Interest on participant loans2019-12-31$21,442
Value of interest in common/collective trusts at end of year2019-12-31$7,107,792
Value of interest in common/collective trusts at beginning of year2019-12-31$7,326,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$170,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,704,932
Net investment gain or loss from common/collective trusts2019-12-31$162,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$17,628,300
Assets. Invements in employer securities at beginning of year2019-12-31$15,368,064
Contributions received in cash from employer2019-12-31$1,912,064
Employer contributions (assets) at end of year2019-12-31$1,077,064
Employer contributions (assets) at beginning of year2019-12-31$883,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,198,809
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SOMERSET CPAS
Accountancy firm EIN2019-12-31201717681
2018 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$3,394,989
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,509,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,487,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,035,754
Value of total assets at end of year2018-12-31$80,287,629
Value of total assets at beginning of year2018-12-31$81,402,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,222
Total interest from all sources2018-12-31$21,850
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,914,906
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$2,914,906
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,093,007
Participant contributions at end of year2018-12-31$425,149
Participant contributions at beginning of year2018-12-31$428,159
Participant contributions at end of year2018-12-31$254,647
Participant contributions at beginning of year2018-12-31$132,426
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$364,891
Administrative expenses (other) incurred2018-12-31$22,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,114,479
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,287,629
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,402,108
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$56,025,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,892,790
Interest on participant loans2018-12-31$21,850
Value of interest in common/collective trusts at end of year2018-12-31$7,326,101
Value of interest in common/collective trusts at beginning of year2018-12-31$3,778,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,700,015
Net investment gain or loss from common/collective trusts2018-12-31$122,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$15,368,064
Assets. Invements in employer securities at beginning of year2018-12-31$15,045,173
Contributions received in cash from employer2018-12-31$1,577,856
Employer contributions (assets) at end of year2018-12-31$883,831
Employer contributions (assets) at beginning of year2018-12-31$1,108,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,487,246
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 name2018-12-31SOMERSET CPAS
Accountancy firm EIN2018-12-31201717681
2017 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$16,998,628
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,465,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,434,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,096,335
Value of total assets at end of year2017-12-31$81,402,108
Value of total assets at beginning of year2017-12-31$67,869,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,850
Total interest from all sources2017-12-31$16,497
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,456,899
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$2,456,899
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,770,582
Participant contributions at end of year2017-12-31$428,159
Participant contributions at beginning of year2017-12-31$373,878
Participant contributions at end of year2017-12-31$132,426
Participant contributions at beginning of year2017-12-31$120,352
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$465,078
Other income not declared elsewhere2017-12-31$884,106
Administrative expenses (other) incurred2017-12-31$30,850
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$13,532,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,402,108
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$67,869,200
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$60,892,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,330,738
Interest on participant loans2017-12-31$16,497
Value of interest in common/collective trusts at end of year2017-12-31$3,778,305
Value of interest in common/collective trusts at beginning of year2017-12-31$3,051,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$48,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$48,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,484,095
Net investment gain or loss from common/collective trusts2017-12-31$60,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$15,045,173
Assets. Invements in employer securities at beginning of year2017-12-31$14,161,068
Contributions received in cash from employer2017-12-31$1,860,675
Employer contributions (assets) at end of year2017-12-31$1,108,675
Employer contributions (assets) at beginning of year2017-12-31$783,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,434,870
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 name2017-12-31SOMERSET CPAS
Accountancy firm EIN2017-12-31201717681
2016 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$9,358,192
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,091,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,051,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,040,179
Value of total assets at end of year2016-12-31$67,869,200
Value of total assets at beginning of year2016-12-31$64,602,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,155
Total interest from all sources2016-12-31$15,031
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,874,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,874,237
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,358,534
Participant contributions at end of year2016-12-31$373,878
Participant contributions at beginning of year2016-12-31$333,568
Participant contributions at end of year2016-12-31$120,352
Participant contributions at beginning of year2016-12-31$92,912
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$172,873
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$408
Other income not declared elsewhere2016-12-31$1,460,696
Administrative expenses (other) incurred2016-12-31$40,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,266,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$67,869,200
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,602,569
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$49,330,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,493,438
Interest on participant loans2016-12-31$15,031
Value of interest in common/collective trusts at end of year2016-12-31$3,051,328
Value of interest in common/collective trusts at beginning of year2016-12-31$3,201,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$48,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$79,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$79,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$913,178
Net investment gain or loss from common/collective trusts2016-12-31$54,871
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
Assets. Invements in employer securities at end of year2016-12-31$14,161,068
Assets. Invements in employer securities at beginning of year2016-12-31$12,700,371
Contributions received in cash from employer2016-12-31$1,508,772
Employer contributions (assets) at end of year2016-12-31$783,785
Employer contributions (assets) at beginning of year2016-12-31$701,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,050,998
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 name2016-12-31SOMERSET CPAS
Accountancy firm EIN2016-12-31201717681
2015 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$5,044,415
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,929,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,929,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,573,686
Value of total assets at end of year2015-12-31$64,602,569
Value of total assets at beginning of year2015-12-31$62,487,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$13,760
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,914,067
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$2,914,067
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,033,805
Participant contributions at end of year2015-12-31$333,568
Participant contributions at beginning of year2015-12-31$364,358
Participant contributions at end of year2015-12-31$92,912
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,115,213
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,602,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,487,356
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$47,493,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,519,976
Interest on participant loans2015-12-31$13,760
Value of interest in common/collective trusts at end of year2015-12-31$3,201,572
Value of interest in common/collective trusts at beginning of year2015-12-31$2,778,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$79,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$68,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$68,151
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$40,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,486,484
Net investment gain or loss from common/collective trusts2015-12-31$29,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$12,700,371
Assets. Invements in employer securities at beginning of year2015-12-31$12,146,844
Contributions received in cash from employer2015-12-31$1,393,576
Employer contributions (assets) at end of year2015-12-31$701,569
Employer contributions (assets) at beginning of year2015-12-31$609,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,888,979
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 name2015-12-31SOMERSET CPA'S, P.C.
Accountancy firm EIN2015-12-31201717681
2014 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$7,890,479
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,143,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,137,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,381,011
Value of total assets at end of year2014-12-31$62,487,356
Value of total assets at beginning of year2014-12-31$59,740,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,897
Total interest from all sources2014-12-31$13,404
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,189,264
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$3,189,264
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,649,254
Participant contributions at end of year2014-12-31$364,358
Participant contributions at beginning of year2014-12-31$323,554
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$7,546
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$541,652
Other income not declared elsewhere2014-12-31$576,591
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$2,746,590
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,487,356
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,740,766
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$46,519,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,646,346
Interest on participant loans2014-12-31$13,404
Value of interest in common/collective trusts at end of year2014-12-31$2,778,101
Value of interest in common/collective trusts at beginning of year2014-12-31$2,988,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$68,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$26,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$26,027
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$42,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-238,787
Net investment gain or loss from common/collective trusts2014-12-31$-31,004
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
Assets. Invements in employer securities at end of year2014-12-31$12,146,844
Assets. Invements in employer securities at beginning of year2014-12-31$11,570,253
Contributions received in cash from employer2014-12-31$1,190,105
Employer contributions (assets) at end of year2014-12-31$609,926
Employer contributions (assets) at beginning of year2014-12-31$178,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,095,202
Contract administrator fees2014-12-31$5,897
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 name2014-12-31SOMERSET CPA'S, P.C.
Accountancy firm EIN2014-12-31201717681
2013 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$373,913
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$25,346
Total income from all sources (including contributions)2013-12-31$12,879,483
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,017,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,017,085
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,126,275
Value of total assets at end of year2013-12-31$59,740,766
Value of total assets at beginning of year2013-12-31$49,529,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$13,100
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,767,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,767,223
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,347,143
Participant contributions at end of year2013-12-31$323,554
Participant contributions at beginning of year2013-12-31$337,153
Participant contributions at end of year2013-12-31$7,546
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$616,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$25,346
Other income not declared elsewhere2013-12-31$135,758
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$9,862,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,740,766
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,504,455
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$44,646,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,550,278
Interest on participant loans2013-12-31$13,100
Value of interest in common/collective trusts at end of year2013-12-31$2,988,823
Value of interest in common/collective trusts at beginning of year2013-12-31$3,690,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$26,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$63,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$63,376
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$38,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,972,668
Net investment gain or loss from common/collective trusts2013-12-31$-135,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$11,570,253
Assets. Invements in employer securities at beginning of year2013-12-31$11,366,496
Contributions received in cash from employer2013-12-31$1,162,961
Employer contributions (assets) at end of year2013-12-31$178,217
Employer contributions (assets) at beginning of year2013-12-31$521,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,978,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SOMERSET CPA'S, P.C.
Accountancy firm EIN2013-12-31201717681
2012 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$25,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,394
Total income from all sources (including contributions)2012-12-31$7,564,529
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,232,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,192,394
Expenses. Certain deemed distributions of participant loans2012-12-31$9,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,195,961
Value of total assets at end of year2012-12-31$49,529,801
Value of total assets at beginning of year2012-12-31$44,198,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,918
Total interest from all sources2012-12-31$16,460
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$904,601
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$904,601
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,113,106
Participant contributions at end of year2012-12-31$337,153
Participant contributions at beginning of year2012-12-31$396,670
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$25,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$25,394
Other income not declared elsewhere2012-12-31$617,432
Administrative expenses (other) incurred2012-12-31$30,918
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$5,331,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,504,455
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,172,719
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$33,550,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,314,647
Interest on participant loans2012-12-31$16,460
Value of interest in common/collective trusts at end of year2012-12-31$3,690,549
Value of interest in common/collective trusts at beginning of year2012-12-31$3,106,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$63,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$104,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$104,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,724,124
Net investment gain or loss from common/collective trusts2012-12-31$105,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$11,366,496
Assets. Invements in employer securities at beginning of year2012-12-31$10,299,064
Contributions received in cash from employer2012-12-31$1,072,669
Employer contributions (assets) at end of year2012-12-31$521,949
Employer contributions (assets) at beginning of year2012-12-31$977,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,192,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2012-12-31201717681
2011 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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$25,394
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$4,651,774
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,122,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,069,904
Expenses. Certain deemed distributions of participant loans2011-12-31$-148
Value of total corrective distributions2011-12-31$21,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,265,388
Value of total assets at end of year2011-12-31$44,198,113
Value of total assets at beginning of year2011-12-31$43,643,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,776
Total interest from all sources2011-12-31$101,215
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$969,615
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$969,615
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,177,584
Participant contributions at end of year2011-12-31$396,670
Participant contributions at beginning of year2011-12-31$315,548
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$25,394
Other income not declared elsewhere2011-12-31$175,744
Administrative expenses (other) incurred2011-12-31$31,776
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$529,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,172,719
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,643,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,314,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,014,272
Interest on participant loans2011-12-31$15,910
Interest earned on other investments2011-12-31$85,305
Value of interest in common/collective trusts at end of year2011-12-31$3,106,526
Value of interest in common/collective trusts at beginning of year2011-12-31$2,092,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$104,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$116,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$116,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-849,158
Net investment gain or loss from common/collective trusts2011-12-31$-11,030
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
Assets. Invements in employer securities at end of year2011-12-31$10,299,064
Assets. Invements in employer securities at beginning of year2011-12-31$9,634,298
Contributions received in cash from employer2011-12-31$2,077,103
Employer contributions (assets) at end of year2011-12-31$977,103
Employer contributions (assets) at beginning of year2011-12-31$470,787
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,069,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2011-12-31201717681
2010 : DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,676,282
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,410,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,358,559
Expenses. Certain deemed distributions of participant loans2010-12-31$9,629
Value of total corrective distributions2010-12-31$15,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,236,993
Value of total assets at end of year2010-12-31$43,643,484
Value of total assets at beginning of year2010-12-31$38,377,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,543
Total interest from all sources2010-12-31$16,343
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$847,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$429,350
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,119,481
Participant contributions at end of year2010-12-31$315,548
Participant contributions at beginning of year2010-12-31$290,570
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$146,725
Other income not declared elsewhere2010-12-31$76,428
Administrative expenses (other) incurred2010-12-31$26,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,266,136
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,643,484
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,377,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,014,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,878,703
Interest on participant loans2010-12-31$16,343
Value of interest in common/collective trusts at end of year2010-12-31$2,092,307
Value of interest in common/collective trusts at beginning of year2010-12-31$1,957,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$116,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$34,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$34,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,403,603
Net investment gain or loss from common/collective trusts2010-12-31$94,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$9,634,298
Assets. Invements in employer securities at beginning of year2010-12-31$9,215,719
Contributions received in cash from employer2010-12-31$970,787
Employer contributions (assets) at end of year2010-12-31$470,787
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from common stock2010-12-31$418,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,358,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2022: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DLZ CORPORATION EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Insurance broker organization code?3
Insurance broker nameUSI MIDWEST
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Number of Individuals Covered418
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $151
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $151
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameUSI MIDWEST
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Number of Individuals Covered428
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCHARLES W BOWDEN III
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 1
Insurance contract or identification number153867
Number of Individuals Covered436
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,903
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $2,544
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCHARLES W BOWDEN III
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL130442
Policy instance 1
Insurance contract or identification numberGL130442
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $911
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INSURANCE INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 2
Insurance contract or identification number153867
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,088
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $923
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameCHARLES W BOWDEN III
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL130442
Policy instance 1
Insurance contract or identification numberGL130442
Number of Individuals Covered731
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number153867
Policy instance 2
Insurance contract or identification number153867
Number of Individuals Covered436
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,088
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL130442
Policy instance 1
Insurance contract or identification numberGL130442
Number of Individuals Covered663
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
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?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRSL INC

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