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SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameSCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN
Plan identification number 002

SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SCHNEIDER NATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHNEIDER NATIONAL, INC.
Employer identification number (EIN):391258315
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about SCHNEIDER NATIONAL, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1976-12-23
Company Identification Number: 19761007440
Legal Registered Office Address: 701 S CARSON ST STE 200

CARSON CITY
United States of America (USA)
89701

More information about SCHNEIDER NATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ANGELA FISH ANGELA FISH2018-09-27
0022016-01-01ANGELA FISH ANGELA FISH2017-10-16
0022015-01-01ANGELA FISH ANGELA FISH2016-10-17
0022014-01-01ANGELA FISH ANGELA FISH2015-10-14
0022013-01-01ANGELA FISH ANGELA FISH2014-10-15
0022012-01-01ANGELA FISH ANGELA FISH2013-10-04
0022011-01-01ANGELA FISH ANGELA FISH2012-10-11
0022010-01-01ANGELA FISH ANGELA FISH2011-10-14
0022009-01-01ANGELA FISH ANGELA FISH2010-10-14

Plan Statistics for SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0119,172
Total number of active participants reported on line 7a of the Form 55002023-01-0115,906
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012,316
Total of all active and inactive participants2023-01-0118,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0169
Total participants2023-01-0118,291
Number of participants with account balances2023-01-0111,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011,869
2022: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0118,037
Total number of active participants reported on line 7a of the Form 55002022-01-0115,703
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,529
Total of all active and inactive participants2022-01-0118,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0169
Total participants2022-01-0118,301
Number of participants with account balances2022-01-0111,430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,924
2021: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117,484
Total number of active participants reported on line 7a of the Form 55002021-01-0115,604
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,365
Total of all active and inactive participants2021-01-0117,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0168
Total participants2021-01-0118,037
Number of participants with account balances2021-01-0111,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,616
2020: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0119,154
Total number of active participants reported on line 7a of the Form 55002020-01-0115,002
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,415
Total of all active and inactive participants2020-01-0117,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0167
Total participants2020-01-0117,484
Number of participants with account balances2020-01-0111,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011,263
2019: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0118,564
Total number of active participants reported on line 7a of the Form 55002019-01-0115,404
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,666
Total of all active and inactive participants2019-01-0119,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0184
Total participants2019-01-0119,154
Number of participants with account balances2019-01-0111,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011,003
2018: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121,975
Total number of active participants reported on line 7a of the Form 55002018-01-0116,018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,478
Total of all active and inactive participants2018-01-0118,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0168
Total participants2018-01-0118,564
Number of participants with account balances2018-01-0111,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01516
2017: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121,736
Total number of active participants reported on line 7a of the Form 55002017-01-0119,488
Number of other retired or separated participants entitled to future benefits2017-01-012,422
Total of all active and inactive participants2017-01-0121,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0165
Total participants2017-01-0121,975
Number of participants with account balances2017-01-0111,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01535
2016: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0122,024
Total number of active participants reported on line 7a of the Form 55002016-01-0118,846
Number of other retired or separated participants entitled to future benefits2016-01-012,794
Total of all active and inactive participants2016-01-0121,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0189
Total participants2016-01-0121,729
Number of participants with account balances2016-01-0111,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01341
2015: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119,519
Total number of active participants reported on line 7a of the Form 55002015-01-0117,567
Number of other retired or separated participants entitled to future benefits2015-01-014,378
Total of all active and inactive participants2015-01-0121,945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0179
Total participants2015-01-0122,024
Number of participants with account balances2015-01-0113,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01661
2014: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118,076
Total number of active participants reported on line 7a of the Form 55002014-01-0116,879
Number of other retired or separated participants entitled to future benefits2014-01-012,571
Total of all active and inactive participants2014-01-0119,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0169
Total participants2014-01-0119,519
Number of participants with account balances2014-01-0111,343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01721
2013: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118,253
Total number of active participants reported on line 7a of the Form 55002013-01-0116,161
Number of other retired or separated participants entitled to future benefits2013-01-011,764
Total of all active and inactive participants2013-01-0117,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0153
Total participants2013-01-0117,978
Number of participants with account balances2013-01-0110,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01533
2012: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0119,545
Total number of active participants reported on line 7a of the Form 55002012-01-0116,370
Number of other retired or separated participants entitled to future benefits2012-01-011,831
Total of all active and inactive participants2012-01-0118,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0152
Total participants2012-01-0118,253
Number of participants with account balances2012-01-0110,496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01497
2011: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118,695
Total number of active participants reported on line 7a of the Form 55002011-01-0117,142
Number of other retired or separated participants entitled to future benefits2011-01-012,403
Total of all active and inactive participants2011-01-0119,545
Total participants2011-01-0119,545
Number of participants with account balances2011-01-0111,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01680
2010: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0118,527
Total number of active participants reported on line 7a of the Form 55002010-01-0116,304
Number of other retired or separated participants entitled to future benefits2010-01-012,391
Total of all active and inactive participants2010-01-0118,695
Total participants2010-01-0118,695
Number of participants with account balances2010-01-0111,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01472
2009: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0120,241
Total number of active participants reported on line 7a of the Form 55002009-01-0115,827
Number of other retired or separated participants entitled to future benefits2009-01-012,366
Total of all active and inactive participants2009-01-0118,193
Total participants2009-01-0118,193
Number of participants with account balances2009-01-0111,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01890

Financial Data on SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN

Measure Date Value
2023 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$198,074,612
Total loss/gain on sale of assets2023-12-31$-23,477,882
Total of all expenses incurred2023-12-31$95,912,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$95,143,491
Expenses. Certain deemed distributions of participant loans2023-12-31$-26,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$78,648,545
Value of total assets at end of year2023-12-31$824,078,079
Value of total assets at beginning of year2023-12-31$721,916,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$796,163
Total interest from all sources2023-12-31$701,314
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,775,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,775,993
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$45,481,030
Participant contributions at end of year2023-12-31$14,144,487
Participant contributions at beginning of year2023-12-31$12,401,811
Assets. Other investments not covered elsewhere at end of year2023-12-31$20,451,320
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$18,776,457
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,129,366
Other income not declared elsewhere2023-12-31$184,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$102,161,754
Value of net assets at end of year (total assets less liabilities)2023-12-31$824,078,079
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$721,916,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$114,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$192,438,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$192,340,794
Value of interest in pooled separate accounts at end of year2023-12-31$42,828,688
Value of interest in pooled separate accounts at beginning of year2023-12-31$48,033,031
Interest on participant loans2023-12-31$701,314
Value of interest in common/collective trusts at end of year2023-12-31$543,992,107
Value of interest in common/collective trusts at beginning of year2023-12-31$440,084,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$53,796,151
Net investment gain/loss from pooled separate accounts2023-12-31$82,607
Net investment gain or loss from common/collective trusts2023-12-31$83,363,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$24,038,149
Employer contributions (assets) at end of year2023-12-31$10,222,968
Employer contributions (assets) at beginning of year2023-12-31$10,279,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$95,143,491
Contract administrator fees2023-12-31$666,261
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$188,961,807
Aggregate carrying amount (costs) on sale of assets2023-12-31$212,439,689
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US LLP
Accountancy firm EIN2023-12-31301413443
2022 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$66,367
Total income from all sources (including contributions)2022-12-31$-60,819,917
Total loss/gain on sale of assets2022-12-31$-23,760,859
Total of all expenses incurred2022-12-31$97,392,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$96,589,884
Expenses. Certain deemed distributions of participant loans2022-12-31$21,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$78,805,853
Value of total assets at end of year2022-12-31$721,916,325
Value of total assets at beginning of year2022-12-31$880,194,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$781,212
Total interest from all sources2022-12-31$477,078
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,443,558
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$4,041,403
Administrative expenses professional fees incurred2022-12-31$18,235
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$46,398,435
Participant contributions at end of year2022-12-31$12,401,811
Participant contributions at beginning of year2022-12-31$12,234,667
Assets. Other investments not covered elsewhere at end of year2022-12-31$18,776,457
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$22,095,836
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,627,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$66,367
Other income not declared elsewhere2022-12-31$2,180,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-158,212,266
Value of net assets at end of year (total assets less liabilities)2022-12-31$721,916,325
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$880,128,591
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$112,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$192,340,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$261,328,656
Value of interest in pooled separate accounts at end of year2022-12-31$48,033,031
Value of interest in pooled separate accounts at beginning of year2022-12-31$39,811,758
Interest on participant loans2022-12-31$477,078
Value of interest in common/collective trusts at end of year2022-12-31$440,084,831
Value of interest in common/collective trusts at beginning of year2022-12-31$535,299,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,194,532
Net investment gain or loss from common/collective trusts2022-12-31$-66,771,778
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$24,780,277
Employer contributions (assets) at end of year2022-12-31$10,279,401
Employer contributions (assets) at beginning of year2022-12-31$9,424,452
Income. Dividends from common stock2022-12-31$402,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$96,589,884
Contract administrator fees2022-12-31$650,527
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$184,657,492
Aggregate carrying amount (costs) on sale of assets2022-12-31$208,418,351
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$66,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,836,718
Total income from all sources (including contributions)2021-12-31$171,409,994
Total loss/gain on sale of assets2021-12-31$77,068,234
Total of all expenses incurred2021-12-31$99,504,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$98,743,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$65,785,911
Value of total assets at end of year2021-12-31$880,558,465
Value of total assets at beginning of year2021-12-31$810,422,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$760,227
Total interest from all sources2021-12-31$517,439
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,813,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,460,094
Administrative expenses professional fees incurred2021-12-31$33,662
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$40,331,399
Participant contributions at end of year2021-12-31$12,598,174
Participant contributions at beginning of year2021-12-31$12,915,152
Assets. Other investments not covered elsewhere at end of year2021-12-31$22,095,836
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$21,051,702
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,654,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$56,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$66,367
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,836,718
Other income not declared elsewhere2021-12-31$854,621
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,680,252
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$71,905,894
Value of net assets at end of year (total assets less liabilities)2021-12-31$880,492,098
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$808,586,204
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$116,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$261,328,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$235,417,128
Value of interest in pooled separate accounts at end of year2021-12-31$39,811,758
Value of interest in pooled separate accounts at beginning of year2021-12-31$44,156,721
Interest on participant loans2021-12-31$517,439
Value of interest in common/collective trusts at end of year2021-12-31$535,299,589
Value of interest in common/collective trusts at beginning of year2021-12-31$486,941,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,575,701
Net investment gain or loss from common/collective trusts2021-12-31$8,794,139
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$21,799,858
Employer contributions (assets) at end of year2021-12-31$9,424,452
Employer contributions (assets) at beginning of year2021-12-31$8,203,166
Income. Dividends from common stock2021-12-31$353,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$98,743,873
Contract administrator fees2021-12-31$610,315
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$809,639,474
Aggregate carrying amount (costs) on sale of assets2021-12-31$732,571,240
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,836,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$116,910
Total income from all sources (including contributions)2020-12-31$151,818,602
Total loss/gain on sale of assets2020-12-31$3,414,912
Total of all expenses incurred2020-12-31$80,706,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$80,022,899
Expenses. Certain deemed distributions of participant loans2020-12-31$5,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$54,632,523
Value of total assets at end of year2020-12-31$810,422,922
Value of total assets at beginning of year2020-12-31$737,591,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$677,694
Total interest from all sources2020-12-31$620,962
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,594,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,282,905
Administrative expenses professional fees incurred2020-12-31$33,663
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$33,513,258
Participant contributions at end of year2020-12-31$12,915,152
Participant contributions at beginning of year2020-12-31$14,388,064
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$484,539
Assets. Other investments not covered elsewhere at end of year2020-12-31$21,051,702
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$20,428,158
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,980,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$56,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,836,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$116,910
Other income not declared elsewhere2020-12-31$1,510,463
Total non interest bearing cash at end of year2020-12-31$1,680,252
Total non interest bearing cash at beginning of year2020-12-31$1,007
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$71,112,100
Value of net assets at end of year (total assets less liabilities)2020-12-31$808,586,204
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$737,474,104
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$121,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$235,417,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$210,853,522
Value of interest in pooled separate accounts at end of year2020-12-31$44,156,721
Value of interest in pooled separate accounts at beginning of year2020-12-31$34,795,469
Interest on participant loans2020-12-31$616,847
Interest earned on other investments2020-12-31$69
Income. Interest from US Government securities2020-12-31$2,117
Value of interest in common/collective trusts at end of year2020-12-31$486,941,954
Value of interest in common/collective trusts at beginning of year2020-12-31$448,156,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,383,463
Net investment gain or loss from common/collective trusts2020-12-31$61,661,628
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$19,138,512
Employer contributions (assets) at end of year2020-12-31$8,203,166
Employer contributions (assets) at beginning of year2020-12-31$8,484,219
Income. Dividends from common stock2020-12-31$311,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$80,022,899
Contract administrator fees2020-12-31$522,781
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$291,705,820
Aggregate carrying amount (costs) on sale of assets2020-12-31$288,290,908
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$116,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$116,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$117,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$117,987
Total income from all sources (including contributions)2019-12-31$186,793,761
Total income from all sources (including contributions)2019-12-31$186,793,761
Total loss/gain on sale of assets2019-12-31$20,934,809
Total loss/gain on sale of assets2019-12-31$20,934,809
Total of all expenses incurred2019-12-31$80,380,835
Total of all expenses incurred2019-12-31$80,380,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$79,549,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$79,549,331
Expenses. Certain deemed distributions of participant loans2019-12-31$595
Expenses. Certain deemed distributions of participant loans2019-12-31$595
Value of total corrective distributions2019-12-31$657
Value of total corrective distributions2019-12-31$657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,758,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,758,440
Value of total assets at end of year2019-12-31$737,591,014
Value of total assets at end of year2019-12-31$737,591,014
Value of total assets at beginning of year2019-12-31$631,179,165
Value of total assets at beginning of year2019-12-31$631,179,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$830,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$830,252
Total interest from all sources2019-12-31$669,244
Total interest from all sources2019-12-31$669,244
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,144,061
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,144,061
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$3,847,969
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,847,969
Administrative expenses professional fees incurred2019-12-31$32,726
Administrative expenses professional fees incurred2019-12-31$32,726
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$33,691,847
Contributions received from participants2019-12-31$33,691,847
Participant contributions at end of year2019-12-31$14,388,064
Participant contributions at end of year2019-12-31$14,388,064
Participant contributions at beginning of year2019-12-31$15,980,336
Participant contributions at end of year2019-12-31$484,539
Participant contributions at end of year2019-12-31$484,539
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,428,158
Assets. Other investments not covered elsewhere at end of year2019-12-31$20,428,158
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,141,897
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,910,756
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,910,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$116,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$116,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$117,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$117,987
Other income not declared elsewhere2019-12-31$2,693,926
Other income not declared elsewhere2019-12-31$2,693,926
Total non interest bearing cash at end of year2019-12-31$1,007
Total non interest bearing cash at end of year2019-12-31$1,007
Total non interest bearing cash at beginning of year2019-12-31$8
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$106,412,926
Value of net income/loss2019-12-31$106,412,926
Value of net assets at end of year (total assets less liabilities)2019-12-31$737,474,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$737,474,104
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$631,061,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$631,061,178
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$125,000
Investment advisory and management fees2019-12-31$125,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$210,853,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$210,853,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$174,709,925
Interest on participant loans2019-12-31$658,681
Interest on participant loans2019-12-31$658,681
Interest earned on other investments2019-12-31$42
Interest earned on other investments2019-12-31$42
Income. Interest from US Government securities2019-12-31$1,695
Income. Interest from US Government securities2019-12-31$1,695
Income. Interest from corporate debt instruments2019-12-31$153
Income. Interest from corporate debt instruments2019-12-31$153
Value of interest in common/collective trusts at end of year2019-12-31$482,951,505
Value of interest in common/collective trusts at end of year2019-12-31$482,951,505
Value of interest in common/collective trusts at beginning of year2019-12-31$413,412,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,867,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,867,153
Net investment gain or loss from common/collective trusts2019-12-31$73,726,128
Net investment gain or loss from common/collective trusts2019-12-31$73,726,128
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$19,155,837
Contributions received in cash from employer2019-12-31$19,155,837
Employer contributions (assets) at end of year2019-12-31$8,484,219
Employer contributions (assets) at end of year2019-12-31$8,484,219
Employer contributions (assets) at beginning of year2019-12-31$9,934,246
Income. Dividends from preferred stock2019-12-31$2,792
Income. Dividends from preferred stock2019-12-31$2,792
Income. Dividends from common stock2019-12-31$293,300
Income. Dividends from common stock2019-12-31$293,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$79,549,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$79,549,331
Contract administrator fees2019-12-31$672,526
Contract administrator fees2019-12-31$672,526
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
Aggregate proceeds on sale of assets2019-12-31$168,881,731
Aggregate proceeds on sale of assets2019-12-31$168,881,731
Aggregate carrying amount (costs) on sale of assets2019-12-31$147,946,922
Aggregate carrying amount (costs) on sale of assets2019-12-31$147,946,922
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$117,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$115,563
Total income from all sources (including contributions)2018-12-31$20,348,526
Total loss/gain on sale of assets2018-12-31$8,728,204
Total of all expenses incurred2018-12-31$66,651,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$65,812,580
Expenses. Certain deemed distributions of participant loans2018-12-31$59,678
Value of total corrective distributions2018-12-31$2,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$56,780,189
Value of total assets at end of year2018-12-31$631,179,165
Value of total assets at beginning of year2018-12-31$677,479,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$776,329
Total interest from all sources2018-12-31$654,062
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,776,729
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$3,475,586
Administrative expenses professional fees incurred2018-12-31$31,075
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$33,170,806
Participant contributions at end of year2018-12-31$15,980,336
Participant contributions at beginning of year2018-12-31$15,497,771
Assets. Other investments not covered elsewhere at end of year2018-12-31$17,141,897
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,658,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,136,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$117,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$115,563
Other income not declared elsewhere2018-12-31$-1,289,416
Total non interest bearing cash at end of year2018-12-31$8
Total non interest bearing cash at beginning of year2018-12-31$901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,302,909
Value of net assets at end of year (total assets less liabilities)2018-12-31$631,061,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$677,364,087
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$155,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$174,709,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$197,866,919
Interest on participant loans2018-12-31$644,708
Interest earned on other investments2018-12-31$67
Income. Interest from US Government securities2018-12-31$1,336
Income. Interest from corporate debt instruments2018-12-31$153
Value of interest in common/collective trusts at end of year2018-12-31$413,412,753
Value of interest in common/collective trusts at beginning of year2018-12-31$435,378,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,989,373
Net investment gain or loss from common/collective trusts2018-12-31$-24,311,869
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$21,472,889
Employer contributions (assets) at end of year2018-12-31$9,934,246
Employer contributions (assets) at beginning of year2018-12-31$9,077,586
Income. Dividends from preferred stock2018-12-31$9,271
Income. Dividends from common stock2018-12-31$291,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$65,812,580
Contract administrator fees2018-12-31$589,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$169,867,780
Aggregate carrying amount (costs) on sale of assets2018-12-31$161,139,576
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$115,563
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$203,342
Total income from all sources (including contributions)2017-12-31$146,246,585
Total loss/gain on sale of assets2017-12-31$15,257,353
Total of all expenses incurred2017-12-31$57,661,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,756,402
Expenses. Certain deemed distributions of participant loans2017-12-31$69,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$51,483,085
Value of total assets at end of year2017-12-31$677,479,650
Value of total assets at beginning of year2017-12-31$588,982,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$836,378
Total interest from all sources2017-12-31$536,783
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,479,900
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$3,479,900
Administrative expenses professional fees incurred2017-12-31$28,725
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$30,168,324
Participant contributions at end of year2017-12-31$15,497,771
Participant contributions at beginning of year2017-12-31$14,562,021
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,658,212
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,888,364
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,756,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$115,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$203,342
Other income not declared elsewhere2017-12-31$1,661,483
Administrative expenses (other) incurred2017-12-31$643,056
Total non interest bearing cash at end of year2017-12-31$901
Total non interest bearing cash at beginning of year2017-12-31$2,063,952
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$88,584,618
Value of net assets at end of year (total assets less liabilities)2017-12-31$677,364,087
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$588,779,469
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
Investment advisory and management fees2017-12-31$164,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$197,866,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$170,778,454
Interest on participant loans2017-12-31$532,573
Interest earned on other investments2017-12-31$95
Income. Interest from US Government securities2017-12-31$691
Income. Interest from corporate debt instruments2017-12-31$153
Value of interest in common/collective trusts at end of year2017-12-31$435,378,261
Value of interest in common/collective trusts at beginning of year2017-12-31$374,873,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$73,827,981
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$19,558,235
Employer contributions (assets) at end of year2017-12-31$9,077,586
Employer contributions (assets) at beginning of year2017-12-31$8,816,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,756,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$166,386,291
Aggregate carrying amount (costs) on sale of assets2017-12-31$151,128,938
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 name2017-12-31SCHENCK SC
Accountancy firm EIN2017-12-31391173131
2016 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$203,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,635
Total income from all sources (including contributions)2016-12-31$96,522,760
Total loss/gain on sale of assets2016-12-31$6,095,564
Total of all expenses incurred2016-12-31$56,398,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$55,843,482
Expenses. Certain deemed distributions of participant loans2016-12-31$-461,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,647,820
Value of total assets at end of year2016-12-31$588,982,811
Value of total assets at beginning of year2016-12-31$548,670,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,016,509
Total interest from all sources2016-12-31$510,054
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,219,208
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$3,219,208
Administrative expenses professional fees incurred2016-12-31$10,725
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$28,216,298
Participant contributions at end of year2016-12-31$14,562,021
Participant contributions at beginning of year2016-12-31$15,600,185
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,888,364
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,501,909
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,551,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$203,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,635
Other income not declared elsewhere2016-12-31$1,023,306
Administrative expenses (other) incurred2016-12-31$887,871
Total non interest bearing cash at end of year2016-12-31$2,063,952
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$40,123,978
Value of net assets at end of year (total assets less liabilities)2016-12-31$588,779,469
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$548,655,491
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
Investment advisory and management fees2016-12-31$117,913
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$170,778,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$158,998,260
Interest on participant loans2016-12-31$509,675
Interest earned on other investments2016-12-31$-687
Income. Interest from US Government securities2016-12-31$203
Income. Interest from corporate debt instruments2016-12-31$496
Value of interest in common/collective trusts at end of year2016-12-31$374,873,608
Value of interest in common/collective trusts at beginning of year2016-12-31$349,641,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,026,808
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$18,880,344
Employer contributions (assets) at end of year2016-12-31$8,816,412
Employer contributions (assets) at beginning of year2016-12-31$8,928,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$55,843,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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
Aggregate proceeds on sale of assets2016-12-31$156,830,007
Aggregate carrying amount (costs) on sale of assets2016-12-31$150,734,443
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 name2016-12-31SCHENCK SC
Accountancy firm EIN2016-12-31391173131
2015 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,635
Total income from all sources (including contributions)2015-12-31$32,077,523
Total loss/gain on sale of assets2015-12-31$-9,758,031
Total of all expenses incurred2015-12-31$58,477,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$54,865,520
Expenses. Certain deemed distributions of participant loans2015-12-31$2,358,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$47,865,615
Value of total assets at end of year2015-12-31$548,670,126
Value of total assets at beginning of year2015-12-31$575,055,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,253,646
Total interest from all sources2015-12-31$562,512
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,782,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,782,435
Administrative expenses professional fees incurred2015-12-31$30,075
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$27,630,435
Participant contributions at end of year2015-12-31$15,600,185
Participant contributions at beginning of year2015-12-31$16,975,721
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$378,790
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,501,909
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,225,821
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,787,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,635
Other income not declared elsewhere2015-12-31$-12,256
Administrative expenses (other) incurred2015-12-31$990,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-26,400,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$548,655,491
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$575,055,854
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
Investment advisory and management fees2015-12-31$232,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$158,998,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$531,507,609
Interest on participant loans2015-12-31$561,407
Income. Interest from corporate debt instruments2015-12-31$840
Value of interest in common/collective trusts at end of year2015-12-31$349,641,664
Value of interest in common/collective trusts at beginning of year2015-12-31$2,062,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,362,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,447,218
Employer contributions (assets) at end of year2015-12-31$8,928,108
Employer contributions (assets) at beginning of year2015-12-31$8,905,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$54,865,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
Aggregate proceeds on sale of assets2015-12-31$647,891,402
Aggregate carrying amount (costs) on sale of assets2015-12-31$657,649,433
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 name2015-12-31SCHENCK SC
Accountancy firm EIN2015-12-31391173131
2014 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$54,664,289
Total loss/gain on sale of assets2014-12-31$13,692,072
Total of all expenses incurred2014-12-31$68,585,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,558,536
Expenses. Certain deemed distributions of participant loans2014-12-31$2,579,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$45,386,073
Value of total assets at end of year2014-12-31$575,055,854
Value of total assets at beginning of year2014-12-31$588,977,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,447,422
Total interest from all sources2014-12-31$649,465
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,720,238
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$2,720,238
Administrative expenses professional fees incurred2014-12-31$23,075
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$25,926,570
Participant contributions at end of year2014-12-31$16,975,721
Participant contributions at beginning of year2014-12-31$21,250,269
Participant contributions at end of year2014-12-31$378,790
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,225,821
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,106,410
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,002,224
Other income not declared elsewhere2014-12-31$1,151,120
Administrative expenses (other) incurred2014-12-31$930,438
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-13,921,325
Value of net assets at end of year (total assets less liabilities)2014-12-31$575,055,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$588,977,179
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
Investment advisory and management fees2014-12-31$493,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$531,507,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$542,278,429
Interest on participant loans2014-12-31$645,627
Income. Interest from corporate debt instruments2014-12-31$2,642
Value of interest in common/collective trusts at end of year2014-12-31$2,062,248
Value of interest in common/collective trusts at beginning of year2014-12-31$2,081,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-8,934,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,457,279
Employer contributions (assets) at end of year2014-12-31$8,905,665
Employer contributions (assets) at beginning of year2014-12-31$8,260,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,558,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$612,489,417
Aggregate carrying amount (costs) on sale of assets2014-12-31$598,797,345
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 name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$137,458,125
Total loss/gain on sale of assets2013-12-31$19,840,503
Total of all expenses incurred2013-12-31$63,558,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$59,356,430
Expenses. Certain deemed distributions of participant loans2013-12-31$2,741,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$43,059,878
Value of total assets at end of year2013-12-31$588,977,179
Value of total assets at beginning of year2013-12-31$515,077,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,461,125
Total interest from all sources2013-12-31$721,992
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,972,730
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$4,972,730
Administrative expenses professional fees incurred2013-12-31$20,906
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$24,673,193
Participant contributions at end of year2013-12-31$21,250,269
Participant contributions at beginning of year2013-12-31$20,672,421
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,106,410
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,466,707
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,162,760
Other income not declared elsewhere2013-12-31$1,795,846
Administrative expenses (other) incurred2013-12-31$911,190
Total non interest bearing cash at beginning of year2013-12-31$6,076
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$73,899,432
Value of net assets at end of year (total assets less liabilities)2013-12-31$588,977,179
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$515,077,747
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
Investment advisory and management fees2013-12-31$529,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$542,278,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$474,497,255
Interest on participant loans2013-12-31$716,799
Income. Interest from corporate debt instruments2013-12-31$4,215
Value of interest in common/collective trusts at end of year2013-12-31$2,081,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$67,067,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$17,223,925
Employer contributions (assets) at end of year2013-12-31$8,260,126
Employer contributions (assets) at beginning of year2013-12-31$7,435,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$59,356,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$280,306,360
Aggregate carrying amount (costs) on sale of assets2013-12-31$260,465,857
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 name2013-12-31SCHENCK SC
Accountancy firm EIN2013-12-31391173131
2012 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$97,770,201
Total loss/gain on sale of assets2012-12-31$13,485,548
Total of all expenses incurred2012-12-31$63,921,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$59,452,687
Expenses. Certain deemed distributions of participant loans2012-12-31$2,910,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$42,143,176
Value of total assets at end of year2012-12-31$515,077,747
Value of total assets at beginning of year2012-12-31$481,229,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,558,784
Total interest from all sources2012-12-31$757,059
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,345,599
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$4,345,599
Administrative expenses professional fees incurred2012-12-31$40,752
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$24,529,999
Participant contributions at end of year2012-12-31$20,672,421
Participant contributions at beginning of year2012-12-31$21,267,757
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,466,707
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,290,917
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,389,859
Other income not declared elsewhere2012-12-31$1,844,380
Administrative expenses (other) incurred2012-12-31$1,026,286
Total non interest bearing cash at end of year2012-12-31$6,076
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$33,848,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$515,077,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$481,229,309
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
Investment advisory and management fees2012-12-31$491,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$474,497,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$322,404,955
Interest on participant loans2012-12-31$752,705
Income. Interest from corporate debt instruments2012-12-31$4,163
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$117,687,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,194,439
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,223,318
Employer contributions (assets) at end of year2012-12-31$7,435,288
Employer contributions (assets) at beginning of year2012-12-31$8,578,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$59,452,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$303,876,161
Aggregate carrying amount (costs) on sale of assets2012-12-31$290,390,613
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 name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$43,637,235
Total of all expenses incurred2011-12-31$55,326,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$50,681,563
Expenses. Certain deemed distributions of participant loans2011-12-31$3,227,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$42,996,862
Value of total assets at end of year2011-12-31$481,229,309
Value of total assets at beginning of year2011-12-31$492,918,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,417,387
Total interest from all sources2011-12-31$883,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$24,479
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$24,483,035
Participant contributions at end of year2011-12-31$21,267,757
Participant contributions at beginning of year2011-12-31$25,605,310
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,290,917
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$13,044,365
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$991,348
Other income not declared elsewhere2011-12-31$1,294,646
Administrative expenses (other) incurred2011-12-31$1,110,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-11,689,327
Value of net assets at end of year (total assets less liabilities)2011-12-31$481,229,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$492,918,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$282,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$322,404,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$321,457,061
Interest on participant loans2011-12-31$883,887
Value of interest in common/collective trusts at end of year2011-12-31$117,687,347
Value of interest in common/collective trusts at beginning of year2011-12-31$117,227,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,302,581
Net investment gain or loss from common/collective trusts2011-12-31$2,764,421
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$17,522,479
Employer contributions (assets) at end of year2011-12-31$8,578,333
Employer contributions (assets) at beginning of year2011-12-31$15,584,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$50,681,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131
2010 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$97,333,652
Total of all expenses incurred2010-12-31$43,502,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,706,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$39,666,602
Value of total assets at end of year2010-12-31$492,918,636
Value of total assets at beginning of year2010-12-31$439,087,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$796,269
Total interest from all sources2010-12-31$1,232,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$41,501
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$22,377,987
Participant contributions at end of year2010-12-31$25,605,310
Participant contributions at beginning of year2010-12-31$27,115,576
Assets. Other investments not covered elsewhere at end of year2010-12-31$13,044,365
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,078,380
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,372,251
Other income not declared elsewhere2010-12-31$2,023,141
Administrative expenses (other) incurred2010-12-31$569,434
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$53,831,239
Value of net assets at end of year (total assets less liabilities)2010-12-31$492,918,636
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$439,087,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$185,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$321,457,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$282,064,659
Interest on participant loans2010-12-31$1,232,613
Value of interest in common/collective trusts at end of year2010-12-31$117,227,821
Value of interest in common/collective trusts at beginning of year2010-12-31$119,828,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$50,900,601
Net investment gain or loss from common/collective trusts2010-12-31$3,510,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,916,364
Employer contributions (assets) at end of year2010-12-31$15,584,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,706,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHENCK SC
Accountancy firm EIN2010-12-31391173131
2009 : SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT 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 SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN

2023: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHNEIDER NATIONAL, INC. 401(K) SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31691
Policy instance 1
Insurance contract or identification numberGA31691
Number of Individuals Covered18291
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31691
Policy instance 1
Insurance contract or identification numberGA31691
Number of Individuals Covered18301
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31691
Policy instance 1
Insurance contract or identification numberGA31691
Number of Individuals Covered18037
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31691
Policy instance 1
Insurance contract or identification numberGA31691
Number of Individuals Covered0
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

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