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HEICO HOLDING, INC. 401(K) PLAN 401k Plan overview

Plan NameHEICO HOLDING, INC. 401(K) PLAN
Plan identification number 003

HEICO HOLDING, INC. 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEICO HOLDING, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEICO HOLDING, INC.
Employer identification number (EIN):361622665
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about HEICO HOLDING, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1972-02-25
Company Identification Number: 0003255306
Legal Registered Office Address: 27501 BELLA VISTA PKWY

WARRENVILLE
United States of America (USA)
60555

More information about HEICO HOLDING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEICO HOLDING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01KEVIN SHUDY KEVIN SHUDY2018-10-15
0032016-01-01KEVIN SHUDY KEVIN SHUDY2017-10-13
0032015-01-01KEVIN SHUDY KEVIN SHUDY2016-10-17
0032014-01-01KEVIN SHUDY KEVIN SHUDY2015-10-14
0032013-01-01KEVIN SHUDY KEVIN SHUDY2014-10-15
0032012-01-01CAROL CZARNECKI - AS PRACTITIONER
0032011-01-01CAROL CZARNECKI - AS PRACTITIONER
0032010-01-01ERIK PIENKOS - AS PRACTITIONER
0032009-01-01ERIK A. PIENKOS

Plan Statistics for HEICO HOLDING, INC. 401(K) PLAN

401k plan membership statisitcs for HEICO HOLDING, INC. 401(K) PLAN

Measure Date Value
2022: HEICO HOLDING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,215
Total number of active participants reported on line 7a of the Form 55002022-01-015,967
Number of retired or separated participants receiving benefits2022-01-0187
Number of other retired or separated participants entitled to future benefits2022-01-01747
Total of all active and inactive participants2022-01-016,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-016,802
Number of participants with account balances2022-01-014,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HEICO HOLDING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,007
Total number of active participants reported on line 7a of the Form 55002021-01-015,405
Number of retired or separated participants receiving benefits2021-01-0182
Number of other retired or separated participants entitled to future benefits2021-01-01727
Total of all active and inactive participants2021-01-016,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-016,215
Number of participants with account balances2021-01-013,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HEICO HOLDING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,518
Total number of active participants reported on line 7a of the Form 55002020-01-015,174
Number of retired or separated participants receiving benefits2020-01-0176
Number of other retired or separated participants entitled to future benefits2020-01-01684
Total of all active and inactive participants2020-01-015,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-015,935
Number of participants with account balances2020-01-013,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HEICO HOLDING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,381
Total number of active participants reported on line 7a of the Form 55002019-01-015,832
Number of retired or separated participants receiving benefits2019-01-0173
Number of other retired or separated participants entitled to future benefits2019-01-01612
Total of all active and inactive participants2019-01-016,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-016,518
Number of participants with account balances2019-01-013,358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEICO HOLDING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,359
Total number of active participants reported on line 7a of the Form 55002018-01-015,584
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01638
Total of all active and inactive participants2018-01-016,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016,226
Number of participants with account balances2018-01-013,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HEICO HOLDING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,102
Total number of active participants reported on line 7a of the Form 55002017-01-012,736
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-01577
Total of all active and inactive participants2017-01-013,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,359
Number of participants with account balances2017-01-012,932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HEICO HOLDING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,934
Total number of active participants reported on line 7a of the Form 55002016-01-013,517
Number of retired or separated participants receiving benefits2016-01-0135
Number of other retired or separated participants entitled to future benefits2016-01-01549
Total of all active and inactive participants2016-01-014,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-014,102
Number of participants with account balances2016-01-012,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HEICO HOLDING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,782
Total number of active participants reported on line 7a of the Form 55002015-01-011,527
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-01315
Total of all active and inactive participants2015-01-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,856
Number of participants with account balances2015-01-011,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HEICO HOLDING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,575
Total number of active participants reported on line 7a of the Form 55002014-01-011,435
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-01307
Total of all active and inactive participants2014-01-011,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,765
Number of participants with account balances2014-01-011,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HEICO HOLDING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,444
Total number of active participants reported on line 7a of the Form 55002013-01-011,246
Number of retired or separated participants receiving benefits2013-01-0126
Number of other retired or separated participants entitled to future benefits2013-01-01302
Total of all active and inactive participants2013-01-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,575
Number of participants with account balances2013-01-011,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HEICO HOLDING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,433
Total number of active participants reported on line 7a of the Form 55002012-01-011,147
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-01277
Total of all active and inactive participants2012-01-011,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,444
Number of participants with account balances2012-01-011,228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: HEICO HOLDING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,540
Total number of active participants reported on line 7a of the Form 55002011-01-011,125
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-01291
Total of all active and inactive participants2011-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,433
Number of participants with account balances2011-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0163
2010: HEICO HOLDING, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,567
Total number of active participants reported on line 7a of the Form 55002010-01-011,340
Number of retired or separated participants receiving benefits2010-01-0111
Number of other retired or separated participants entitled to future benefits2010-01-01189
Total of all active and inactive participants2010-01-011,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,540
Number of participants with account balances2010-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0169
2009: HEICO HOLDING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,731
Total number of active participants reported on line 7a of the Form 55002009-01-011,375
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-01184
Total of all active and inactive participants2009-01-011,567
Total participants2009-01-011,567
Number of participants with account balances2009-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0179

Financial Data on HEICO HOLDING, INC. 401(K) PLAN

Measure Date Value
2022 : HEICO HOLDING, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$39,516
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$0
Total income from all sources (including contributions)2022-12-31$-18,817,702
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,924,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,300,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,518,890
Value of total assets at end of year2022-12-31$346,512,782
Value of total assets at beginning of year2022-12-31$402,294,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$624,040
Total interest from all sources2022-12-31$145,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,301,947
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$16,301,947
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$18,660,478
Participant contributions at end of year2022-12-31$5,637,493
Participant contributions at beginning of year2022-12-31$5,380,402
Participant contributions at end of year2022-12-31$89,607
Participant contributions at beginning of year2022-12-31$52,588
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,818,292
Administrative expenses (other) incurred2022-12-31$492,933
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$122,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-55,742,640
Value of net assets at end of year (total assets less liabilities)2022-12-31$346,512,782
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$402,294,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$131,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$227,207,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$287,422,243
Value of interest in pooled separate accounts at end of year2022-12-31$107,650,632
Value of interest in pooled separate accounts at beginning of year2022-12-31$103,224,410
Interest on participant loans2022-12-31$145,576
Value of interest in common/collective trusts at end of year2022-12-31$5,874,365
Value of interest in common/collective trusts at beginning of year2022-12-31$6,064,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-68,063,376
Net investment gain/loss from pooled separate accounts2022-12-31$3,631,820
Net investment gain or loss from common/collective trusts2022-12-31$-352,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,040,120
Employer contributions (assets) at end of year2022-12-31$53,075
Employer contributions (assets) at beginning of year2022-12-31$28,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,300,898
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : HEICO HOLDING, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$70,423,751
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$34,403,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,742,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$25,238,790
Value of total assets at end of year2021-12-31$402,294,938
Value of total assets at beginning of year2021-12-31$366,274,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$660,360
Total interest from all sources2021-12-31$214,852
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,362,682
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$26,362,682
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,067,134
Participant contributions at end of year2021-12-31$5,380,402
Participant contributions at beginning of year2021-12-31$5,505,256
Participant contributions at end of year2021-12-31$52,588
Participant contributions at beginning of year2021-12-31$101,605
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,082,284
Administrative expenses (other) incurred2021-12-31$497,483
Total non interest bearing cash at end of year2021-12-31$122,491
Total non interest bearing cash at beginning of year2021-12-31$54,893
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$36,020,503
Value of net assets at end of year (total assets less liabilities)2021-12-31$402,294,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$366,274,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$162,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$287,422,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$257,806,917
Value of interest in pooled separate accounts at end of year2021-12-31$103,224,410
Value of interest in pooled separate accounts at beginning of year2021-12-31$102,747,175
Interest on participant loans2021-12-31$214,852
Value of interest in common/collective trusts at end of year2021-12-31$6,064,717
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,981,926
Net investment gain/loss from pooled separate accounts2021-12-31$3,535,084
Net investment gain or loss from common/collective trusts2021-12-31$90,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,089,372
Employer contributions (assets) at end of year2021-12-31$28,087
Employer contributions (assets) at beginning of year2021-12-31$58,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,742,888
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : HEICO HOLDING, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$57,155
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$65,399,431
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$25,870,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,461,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,575,723
Value of total assets at end of year2020-12-31$366,274,435
Value of total assets at beginning of year2020-12-31$326,688,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$409,302
Total interest from all sources2020-12-31$254,266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,224,558
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$10,224,558
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,522,195
Participant contributions at end of year2020-12-31$5,505,256
Participant contributions at beginning of year2020-12-31$5,763,822
Participant contributions at end of year2020-12-31$101,605
Participant contributions at beginning of year2020-12-31$78,830
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,718,408
Administrative expenses (other) incurred2020-12-31$252,163
Total non interest bearing cash at end of year2020-12-31$54,893
Total non interest bearing cash at beginning of year2020-12-31$25,934
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$39,528,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$366,274,435
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$326,688,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$157,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$257,806,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$227,370,868
Value of interest in pooled separate accounts at end of year2020-12-31$102,747,175
Value of interest in pooled separate accounts at beginning of year2020-12-31$93,405,805
Interest on participant loans2020-12-31$254,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,396,271
Net investment gain/loss from pooled separate accounts2020-12-31$3,948,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,335,120
Employer contributions (assets) at end of year2020-12-31$58,589
Employer contributions (assets) at beginning of year2020-12-31$43,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,461,246
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : HEICO HOLDING, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$5,991
Total transfer of assets to this plan2019-12-31$5,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$74,055,015
Total income from all sources (including contributions)2019-12-31$74,055,015
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$22,372,229
Total of all expenses incurred2019-12-31$22,372,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,947,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,947,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,174,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,174,864
Value of total assets at end of year2019-12-31$326,688,397
Value of total assets at end of year2019-12-31$326,688,397
Value of total assets at beginning of year2019-12-31$274,999,620
Value of total assets at beginning of year2019-12-31$274,999,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$424,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$424,837
Total interest from all sources2019-12-31$254,673
Total interest from all sources2019-12-31$254,673
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,181,029
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,181,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,181,029
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,181,029
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,271,915
Contributions received from participants2019-12-31$14,271,915
Participant contributions at end of year2019-12-31$5,763,822
Participant contributions at end of year2019-12-31$5,763,822
Participant contributions at beginning of year2019-12-31$5,546,177
Participant contributions at beginning of year2019-12-31$5,546,177
Participant contributions at end of year2019-12-31$78,830
Participant contributions at end of year2019-12-31$78,830
Participant contributions at beginning of year2019-12-31$101,630
Participant contributions at beginning of year2019-12-31$101,630
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,475,844
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,475,844
Administrative expenses (other) incurred2019-12-31$270,466
Administrative expenses (other) incurred2019-12-31$270,466
Total non interest bearing cash at end of year2019-12-31$25,934
Total non interest bearing cash at end of year2019-12-31$25,934
Total non interest bearing cash at beginning of year2019-12-31$20,263
Total non interest bearing cash at beginning of year2019-12-31$20,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$51,682,786
Value of net income/loss2019-12-31$51,682,786
Value of net assets at end of year (total assets less liabilities)2019-12-31$326,688,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$326,688,397
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$274,999,620
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$274,999,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$154,371
Investment advisory and management fees2019-12-31$154,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$227,370,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$227,370,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,259,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$175,259,630
Value of interest in pooled separate accounts at end of year2019-12-31$93,405,805
Value of interest in pooled separate accounts at end of year2019-12-31$93,405,805
Value of interest in pooled separate accounts at beginning of year2019-12-31$94,017,579
Value of interest in pooled separate accounts at beginning of year2019-12-31$94,017,579
Interest on participant loans2019-12-31$254,673
Interest on participant loans2019-12-31$254,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,645,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,645,316
Net investment gain/loss from pooled separate accounts2019-12-31$3,799,133
Net investment gain/loss from pooled separate accounts2019-12-31$3,799,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,427,105
Contributions received in cash from employer2019-12-31$7,427,105
Employer contributions (assets) at end of year2019-12-31$43,138
Employer contributions (assets) at end of year2019-12-31$43,138
Employer contributions (assets) at beginning of year2019-12-31$54,341
Employer contributions (assets) at beginning of year2019-12-31$54,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,947,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,947,392
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : HEICO HOLDING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$133,047
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$15,013,317
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$29,338,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,698,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,790,142
Value of total assets at end of year2018-12-31$274,999,620
Value of total assets at beginning of year2018-12-31$289,192,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$640,083
Total interest from all sources2018-12-31$218,206
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,400,908
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$11,400,908
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,172,966
Participant contributions at end of year2018-12-31$5,546,177
Participant contributions at beginning of year2018-12-31$5,274,894
Participant contributions at end of year2018-12-31$101,630
Participant contributions at beginning of year2018-12-31$105,165
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,558,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,779,410
Administrative expenses (other) incurred2018-12-31$588,950
Total non interest bearing cash at end of year2018-12-31$20,263
Total non interest bearing cash at beginning of year2018-12-31$14,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,325,457
Value of net assets at end of year (total assets less liabilities)2018-12-31$274,999,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$289,192,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$175,259,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$192,295,825
Value of interest in pooled separate accounts at end of year2018-12-31$94,017,579
Value of interest in pooled separate accounts at beginning of year2018-12-31$87,664,329
Interest on participant loans2018-12-31$218,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,221,786
Net investment gain/loss from pooled separate accounts2018-12-31$3,825,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,059,026
Employer contributions (assets) at end of year2018-12-31$54,341
Employer contributions (assets) at beginning of year2018-12-31$58,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$28,698,691
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : HEICO HOLDING, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$6,919,308
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$53,491,136
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,260,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,640,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,008,382
Value of total assets at end of year2017-12-31$289,192,030
Value of total assets at beginning of year2017-12-31$247,041,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$619,683
Total interest from all sources2017-12-31$179,061
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,871,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,871,532
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,995,703
Participant contributions at end of year2017-12-31$5,274,894
Participant contributions at beginning of year2017-12-31$5,102,671
Participant contributions at end of year2017-12-31$105,165
Participant contributions at beginning of year2017-12-31$98,149
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,483,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,779,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$619,683
Total non interest bearing cash at end of year2017-12-31$14,271
Total non interest bearing cash at beginning of year2017-12-31$23,461
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$35,231,053
Value of net assets at end of year (total assets less liabilities)2017-12-31$289,192,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$247,041,669
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$192,295,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$154,302,334
Value of interest in pooled separate accounts at end of year2017-12-31$87,664,329
Value of interest in pooled separate accounts at beginning of year2017-12-31$87,462,998
Interest on participant loans2017-12-31$179,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,943,742
Net investment gain/loss from pooled separate accounts2017-12-31$3,488,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,529,035
Employer contributions (assets) at end of year2017-12-31$58,136
Employer contributions (assets) at beginning of year2017-12-31$52,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,640,400
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : HEICO HOLDING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$62,917,259
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$24,768,733
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,700,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,344,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,632,287
Value of total assets at end of year2016-12-31$247,041,669
Value of total assets at beginning of year2016-12-31$170,055,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$355,848
Total interest from all sources2016-12-31$104,117
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,739,428
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$4,739,428
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,868,111
Participant contributions at end of year2016-12-31$5,102,671
Participant contributions at beginning of year2016-12-31$2,858,511
Participant contributions at end of year2016-12-31$98,149
Participant contributions at beginning of year2016-12-31$83,156
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,295,364
Administrative expenses (other) incurred2016-12-31$355,848
Total non interest bearing cash at end of year2016-12-31$23,461
Total non interest bearing cash at beginning of year2016-12-31$321
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$14,068,679
Value of net assets at end of year (total assets less liabilities)2016-12-31$247,041,669
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$170,055,731
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$154,302,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$109,828,486
Value of interest in pooled separate accounts at end of year2016-12-31$87,462,998
Value of interest in pooled separate accounts at beginning of year2016-12-31$57,239,587
Interest on participant loans2016-12-31$104,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,915,986
Net investment gain/loss from pooled separate accounts2016-12-31$2,376,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,468,812
Employer contributions (assets) at end of year2016-12-31$52,056
Employer contributions (assets) at beginning of year2016-12-31$45,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,344,206
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : HEICO HOLDING, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$10,893,134
Total transfer of assets from this plan2015-12-31$437,955
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$12,969,885
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,455,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,451,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,801,686
Value of total assets at end of year2015-12-31$170,055,731
Value of total assets at beginning of year2015-12-31$158,086,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,022
Total interest from all sources2015-12-31$99,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,732,848
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$8,732,848
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,219,436
Participant contributions at end of year2015-12-31$2,858,511
Participant contributions at beginning of year2015-12-31$3,070,798
Participant contributions at end of year2015-12-31$83,156
Participant contributions at beginning of year2015-12-31$65,941
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$554,721
Administrative expenses (other) incurred2015-12-31$4,022
Total non interest bearing cash at end of year2015-12-31$321
Total non interest bearing cash at beginning of year2015-12-31$1,192
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$1,513,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$170,055,731
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$158,086,584
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$109,828,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$99,227,764
Value of interest in pooled separate accounts at end of year2015-12-31$57,239,587
Value of interest in pooled separate accounts at beginning of year2015-12-31$55,694,763
Interest on participant loans2015-12-31$99,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,882,971
Net investment gain/loss from pooled separate accounts2015-12-31$2,218,510
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,027,529
Employer contributions (assets) at end of year2015-12-31$45,670
Employer contributions (assets) at beginning of year2015-12-31$26,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,451,895
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : HEICO HOLDING, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$446,375
Total transfer of assets from this plan2014-12-31$60,033
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$16,059,765
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,019,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,995,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,145,684
Value of total assets at end of year2014-12-31$158,086,584
Value of total assets at beginning of year2014-12-31$155,659,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,294
Total interest from all sources2014-12-31$96,404
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,563,093
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$7,563,093
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,665,479
Participant contributions at end of year2014-12-31$3,070,798
Participant contributions at beginning of year2014-12-31$2,886,790
Participant contributions at end of year2014-12-31$65,941
Participant contributions at beginning of year2014-12-31$56,122
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$360,843
Administrative expenses (other) incurred2014-12-31$23,294
Total non interest bearing cash at end of year2014-12-31$1,192
Total non interest bearing cash at beginning of year2014-12-31$103,548
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$2,040,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$158,086,584
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$155,659,595
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$99,227,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$92,751,453
Value of interest in pooled separate accounts at end of year2014-12-31$55,694,763
Value of interest in pooled separate accounts at beginning of year2014-12-31$59,837,552
Interest on participant loans2014-12-31$96,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$107,642
Net investment gain/loss from pooled separate accounts2014-12-31$-853,058
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,119,362
Employer contributions (assets) at end of year2014-12-31$26,126
Employer contributions (assets) at beginning of year2014-12-31$24,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,995,824
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : HEICO HOLDING, INC. 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$8,019,295
Total transfer of assets from this plan2013-12-31$172,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,279,420
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,140,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,122,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,462,141
Value of total assets at end of year2013-12-31$155,659,595
Value of total assets at beginning of year2013-12-31$129,673,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,461
Total interest from all sources2013-12-31$81,292
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,123,215
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$4,123,215
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,159,521
Participant contributions at end of year2013-12-31$2,886,790
Participant contributions at beginning of year2013-12-31$2,455,295
Participant contributions at end of year2013-12-31$56,122
Participant contributions at beginning of year2013-12-31$390,988
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$427,810
Administrative expenses (other) incurred2013-12-31$17,461
Total non interest bearing cash at end of year2013-12-31$103,548
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,139,170
Value of net assets at end of year (total assets less liabilities)2013-12-31$155,659,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$129,673,314
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$92,751,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$63,100,345
Value of interest in pooled separate accounts at end of year2013-12-31$59,837,552
Value of interest in pooled separate accounts at beginning of year2013-12-31$63,589,586
Interest on participant loans2013-12-31$81,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,149,322
Net investment gain/loss from pooled separate accounts2013-12-31$-536,550
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,874,810
Employer contributions (assets) at end of year2013-12-31$24,130
Employer contributions (assets) at beginning of year2013-12-31$137,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,122,789
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : HEICO HOLDING, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$82,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$20,200,713
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,803,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,786,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,965,045
Value of total assets at end of year2012-12-31$129,673,314
Value of total assets at beginning of year2012-12-31$116,194,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,795
Total interest from all sources2012-12-31$89,480
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,900,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,900,133
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,876,062
Participant contributions at end of year2012-12-31$2,455,295
Participant contributions at beginning of year2012-12-31$2,429,906
Participant contributions at end of year2012-12-31$390,988
Participant contributions at beginning of year2012-12-31$373,872
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$300,568
Administrative expenses (other) incurred2012-12-31$17,795
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$13,396,905
Value of net assets at end of year (total assets less liabilities)2012-12-31$129,673,314
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$116,194,084
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$63,100,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$55,499,019
Value of interest in pooled separate accounts at end of year2012-12-31$63,589,586
Value of interest in pooled separate accounts at beginning of year2012-12-31$57,753,212
Interest on participant loans2012-12-31$89,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,575,716
Net investment gain/loss from pooled separate accounts2012-12-31$3,670,339
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,788,415
Employer contributions (assets) at end of year2012-12-31$137,100
Employer contributions (assets) at beginning of year2012-12-31$138,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,786,013
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : HEICO HOLDING, INC. 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$2,173,172
Total income from all sources (including contributions)2011-12-31$9,842,130
Total of all expenses incurred2011-12-31$10,587,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,568,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,016,503
Value of total assets at end of year2011-12-31$116,194,084
Value of total assets at beginning of year2011-12-31$114,766,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,470
Total interest from all sources2011-12-31$80,564
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,585,499
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$1,585,499
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,862,347
Participant contributions at end of year2011-12-31$2,429,906
Participant contributions at beginning of year2011-12-31$2,487,792
Participant contributions at end of year2011-12-31$373,872
Participant contributions at beginning of year2011-12-31$427,589
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$309,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,740,081
Administrative expenses (other) incurred2011-12-31$18,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-745,312
Value of net assets at end of year (total assets less liabilities)2011-12-31$116,194,084
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,766,224
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$55,499,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,272,063
Value of interest in pooled separate accounts at end of year2011-12-31$57,753,212
Value of interest in pooled separate accounts at beginning of year2011-12-31$47,676,049
Interest on participant loans2011-12-31$80,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,493,764
Net investment gain/loss from pooled separate accounts2011-12-31$3,653,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,844,543
Employer contributions (assets) at end of year2011-12-31$138,075
Employer contributions (assets) at beginning of year2011-12-31$162,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,568,972
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : HEICO HOLDING, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,825,095
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$20,548,895
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,387,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,370,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,981,860
Value of total assets at end of year2010-12-31$114,766,224
Value of total assets at beginning of year2010-12-31$98,780,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,554
Total interest from all sources2010-12-31$104,346
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$716,872
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$716,872
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,415,274
Participant contributions at end of year2010-12-31$2,487,792
Participant contributions at beginning of year2010-12-31$2,472,618
Participant contributions at end of year2010-12-31$427,589
Participant contributions at beginning of year2010-12-31$428,301
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$412,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,740,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$17,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,161,078
Value of net assets at end of year (total assets less liabilities)2010-12-31$114,766,224
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$98,780,051
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$62,272,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,311,460
Value of interest in pooled separate accounts at end of year2010-12-31$47,676,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$43,415,566
Interest on participant loans2010-12-31$104,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,473,362
Net investment gain/loss from pooled separate accounts2010-12-31$3,272,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,154,384
Employer contributions (assets) at end of year2010-12-31$162,650
Employer contributions (assets) at beginning of year2010-12-31$152,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,370,263
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : HEICO HOLDING, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEICO HOLDING, INC. 401(K) PLAN

2022: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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: HEICO HOLDING, INC. 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number767178-01
Policy instance 1
Insurance contract or identification number767178-01
Number of Individuals Covered1559
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered3335
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered3296
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered3358
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered3151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,605
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,605
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered2932
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $65,232
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,232
Insurance broker organization code?4
Insurance broker nameUBS FINANCIAL SERVICES AGENCY I
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1360
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1320
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1335
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1228
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1227
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60082-1
Policy instance 1
Insurance contract or identification numberMR 60082-1
Number of Individuals Covered1276
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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