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LEE ENTERPRISES WELFARE BENEFIT PLAN 401k Plan overview

Plan NameLEE ENTERPRISES WELFARE BENEFIT PLAN
Plan identification number 501

LEE ENTERPRISES WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

PULITZER INC. has sponsored the creation of one or more 401k plans.

Company Name:PULITZER INC.
Employer identification number (EIN):431819711
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Additional information about PULITZER INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-10-14
Company Identification Number: P15000084729
Legal Registered Office Address: 3324 W UNIVERSITY AVE

GAINESVILLE

32607

More information about PULITZER INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE ENTERPRISES WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01ASTRID GARCIA2024-10-15
5012022-01-01ASTRID GARCIA2023-10-16
5012021-01-01ASTRID GARCIA2022-10-17
5012020-01-01ASTRID GARCIA2021-10-15
5012019-01-01ASTRID GARCIA2020-10-15
5012018-01-01ASTRID GARCIA2019-10-14
5012017-01-01
5012017-01-01
5012017-01-01
5012017-01-01ASTRID GARCIA2019-11-14
5012016-01-01ASTRID GARCIA
5012015-01-01ASTRID GARCIA ASTRID GARCIA2016-10-17
5012014-01-01ASTRID GARCIA
5012013-01-01ASTRID GARCIA
5012012-01-01VYTENIS KURAITIS
5012011-01-01VYTENIS KURAITIS
5012010-01-01VYTENIS KURAITIS
5012009-01-01VYTENIS KURAITIS
5012009-01-01VYTENIS KURAITIS

Plan Statistics for LEE ENTERPRISES WELFARE BENEFIT PLAN

401k plan membership statisitcs for LEE ENTERPRISES WELFARE BENEFIT PLAN

Measure Date Value
2023: LEE ENTERPRISES WELFARE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,263
Total number of active participants reported on line 7a of the Form 55002023-01-011,850
Total of all active and inactive participants2023-01-011,850
2022: LEE ENTERPRISES WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,718
Total number of active participants reported on line 7a of the Form 55002022-01-012,263
Number of retired or separated participants receiving benefits2022-01-0123
Total of all active and inactive participants2022-01-012,286
2021: LEE ENTERPRISES WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,641
Total number of active participants reported on line 7a of the Form 55002021-01-012,679
Number of retired or separated participants receiving benefits2021-01-0139
Total of all active and inactive participants2021-01-012,718
2020: LEE ENTERPRISES WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,817
Total number of active participants reported on line 7a of the Form 55002020-01-011,606
Number of retired or separated participants receiving benefits2020-01-0135
Total of all active and inactive participants2020-01-011,641
2019: LEE ENTERPRISES WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,065
Total number of active participants reported on line 7a of the Form 55002019-01-011,772
Number of retired or separated participants receiving benefits2019-01-0145
Total of all active and inactive participants2019-01-011,817
2018: LEE ENTERPRISES WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,253
Total number of active participants reported on line 7a of the Form 55002018-01-012,024
Number of retired or separated participants receiving benefits2018-01-0141
Total of all active and inactive participants2018-01-012,065
2017: LEE ENTERPRISES WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,432
Total number of active participants reported on line 7a of the Form 55002017-01-012,203
Number of retired or separated participants receiving benefits2017-01-0150
Total of all active and inactive participants2017-01-012,253
2016: LEE ENTERPRISES WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,657
Total number of active participants reported on line 7a of the Form 55002016-01-012,398
Number of retired or separated participants receiving benefits2016-01-0134
Total of all active and inactive participants2016-01-012,432
Total participants2016-01-012,432
2015: LEE ENTERPRISES WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,091
Total number of active participants reported on line 7a of the Form 55002015-01-012,605
Number of retired or separated participants receiving benefits2015-01-0152
Total of all active and inactive participants2015-01-012,657
Total participants2015-01-012,657
2014: LEE ENTERPRISES WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,105
Total number of active participants reported on line 7a of the Form 55002014-01-012,901
Number of retired or separated participants receiving benefits2014-01-0148
Total of all active and inactive participants2014-01-012,949
Total participants2014-01-012,949
2013: LEE ENTERPRISES WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,454
Total number of active participants reported on line 7a of the Form 55002013-01-013,042
Number of retired or separated participants receiving benefits2013-01-0163
Total of all active and inactive participants2013-01-013,105
Total participants2013-01-013,105
2012: LEE ENTERPRISES WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,088
Total number of active participants reported on line 7a of the Form 55002012-01-013,378
Number of retired or separated participants receiving benefits2012-01-0176
Total of all active and inactive participants2012-01-013,454
Total participants2012-01-013,454
2011: LEE ENTERPRISES WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,531
Total number of active participants reported on line 7a of the Form 55002011-01-013,992
Number of retired or separated participants receiving benefits2011-01-0196
Total of all active and inactive participants2011-01-014,088
Total participants2011-01-014,088
2010: LEE ENTERPRISES WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,770
Total number of active participants reported on line 7a of the Form 55002010-01-014,337
Number of retired or separated participants receiving benefits2010-01-01194
Total of all active and inactive participants2010-01-014,531
Total participants2010-01-014,531
Number of employers contributing to the scheme2010-01-011
2009: LEE ENTERPRISES WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,495
Total number of active participants reported on line 7a of the Form 55002009-01-014,633
Number of retired or separated participants receiving benefits2009-01-011,047
Total of all active and inactive participants2009-01-015,680
Total participants2009-01-015,680
Number of employers contributing to the scheme2009-01-011

Financial Data on LEE ENTERPRISES WELFARE BENEFIT PLAN

Measure Date Value
2023 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,049,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$5,055,536
Total income from all sources (including contributions)2023-12-31$28,094,484
Total of all expenses incurred2023-12-31$28,843,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$25,108,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,094,484
Value of total assets at end of year2023-12-31$1,318,410
Value of total assets at beginning of year2023-12-31$3,073,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,734,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$9,391,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,209,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,140,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,318,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$2,140,425
Administrative expenses (other) incurred2023-12-31$3,734,753
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$252,375
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$933,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-749,183
Value of net assets at end of year (total assets less liabilities)2023-12-31$-2,730,829
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$-1,981,646
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
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$18,703,331
Employer contributions (assets) at end of year2023-12-31$108,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$25,108,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,730,829
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$2,662,736
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31COHNREZNICK LLP
Accountancy firm EIN2023-12-31221478099
2022 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,055,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,696,757
Total income from all sources (including contributions)2022-12-31$26,427,834
Total of all expenses incurred2022-12-31$26,185,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,446,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,427,834
Value of total assets at end of year2022-12-31$3,073,890
Value of total assets at beginning of year2022-12-31$2,472,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,738,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,745,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,140,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,495,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,140,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,495,408
Administrative expenses (other) incurred2022-12-31$2,738,261
Liabilities. Value of operating payables at end of year2022-12-31$252,375
Liabilities. Value of operating payables at beginning of year2022-12-31$248,333
Total non interest bearing cash at end of year2022-12-31$933,465
Total non interest bearing cash at beginning of year2022-12-31$977,092
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$242,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$-1,981,646
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-2,224,257
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
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$17,682,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,446,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,662,736
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,953,016
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,696,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,050,018
Total income from all sources (including contributions)2021-12-31$28,749,519
Total of all expenses incurred2021-12-31$30,453,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,275,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,749,519
Value of total assets at end of year2021-12-31$2,472,500
Value of total assets at beginning of year2021-12-31$1,529,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,177,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,211,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,495,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$601,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,495,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$608,909
Administrative expenses (other) incurred2021-12-31$3,177,406
Liabilities. Value of operating payables at end of year2021-12-31$248,333
Liabilities. Value of operating payables at beginning of year2021-12-31$220,369
Total non interest bearing cash at end of year2021-12-31$977,092
Total non interest bearing cash at beginning of year2021-12-31$928,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,703,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$-2,224,257
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-520,663
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
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$18,537,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,275,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,953,016
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,220,740
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,050,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,900,375
Total income from all sources (including contributions)2020-12-31$13,012,369
Total of all expenses incurred2020-12-31$13,049,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,146,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,974,622
Value of total assets at end of year2020-12-31$1,529,355
Value of total assets at beginning of year2020-12-31$1,417,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,903,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$73,001
Contributions received from participants2020-12-31$6,451,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$601,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$608,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$257,062
Administrative expenses (other) incurred2020-12-31$1,903,484
Liabilities. Value of operating payables at end of year2020-12-31$220,369
Liabilities. Value of operating payables at beginning of year2020-12-31$35,183
Total non interest bearing cash at end of year2020-12-31$928,051
Total non interest bearing cash at beginning of year2020-12-31$789,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-37,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$-520,663
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-483,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at beginning of year2020-12-31$627,180
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$6,523,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,146,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,220,740
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,608,130
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,900,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,900,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,228,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,228,718
Total income from all sources (including contributions)2019-12-31$16,473,728
Total income from all sources (including contributions)2019-12-31$16,473,728
Total of all expenses incurred2019-12-31$17,204,569
Total of all expenses incurred2019-12-31$17,204,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,106,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,106,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,346,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,346,883
Value of total assets at end of year2019-12-31$1,417,059
Value of total assets at end of year2019-12-31$1,417,059
Value of total assets at beginning of year2019-12-31$2,476,243
Value of total assets at beginning of year2019-12-31$2,476,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,098,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,098,322
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
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
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$7,214,443
Contributions received from participants2019-12-31$7,214,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$257,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$257,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$573,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$573,461
Administrative expenses (other) incurred2019-12-31$2,098,322
Administrative expenses (other) incurred2019-12-31$2,098,322
Liabilities. Value of operating payables at end of year2019-12-31$35,183
Liabilities. Value of operating payables at end of year2019-12-31$35,183
Liabilities. Value of operating payables at beginning of year2019-12-31$47,244
Liabilities. Value of operating payables at beginning of year2019-12-31$47,244
Total non interest bearing cash at end of year2019-12-31$789,879
Total non interest bearing cash at end of year2019-12-31$789,879
Total non interest bearing cash at beginning of year2019-12-31$857,488
Total non interest bearing cash at beginning of year2019-12-31$857,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-730,841
Value of net income/loss2019-12-31$-730,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$-483,316
Value of net assets at end of year (total assets less liabilities)2019-12-31$-483,316
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$247,525
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$247,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$627,180
Value of interest in master investment trust accounts at end of year2019-12-31$627,180
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,618,755
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,618,755
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$9,132,440
Contributions received in cash from employer2019-12-31$9,132,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,106,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,106,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,608,130
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,608,130
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,608,013
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,608,013
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,228,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,047,850
Total income from all sources (including contributions)2018-12-31$18,824,620
Total of all expenses incurred2018-12-31$20,272,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,153,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,856,660
Value of total assets at end of year2018-12-31$2,476,243
Value of total assets at beginning of year2018-12-31$3,743,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,118,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,618,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$573,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$397,867
Administrative expenses (other) incurred2018-12-31$2,118,739
Liabilities. Value of operating payables at end of year2018-12-31$47,244
Liabilities. Value of operating payables at beginning of year2018-12-31$29,132
Total non interest bearing cash at end of year2018-12-31$857,488
Total non interest bearing cash at beginning of year2018-12-31$1,021,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,448,109
Value of net assets at end of year (total assets less liabilities)2018-12-31$247,525
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,695,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$1,618,755
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,721,610
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$11,238,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,153,990
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
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,608,013
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,620,851
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,988,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,733,873
Total income from all sources (including contributions)2017-12-31$19,175,945
Total of all expenses incurred2017-12-31$19,993,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,975,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,961,717
Value of total assets at end of year2017-12-31$3,934,209
Value of total assets at beginning of year2017-12-31$4,497,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,018,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$182,038
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,617,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$308,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$95,484
Administrative expenses (other) incurred2017-12-31$1,836,809
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$21,749
Total non interest bearing cash at end of year2017-12-31$593,200
Total non interest bearing cash at beginning of year2017-12-31$727,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-818,042
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,945,543
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,763,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$3,341,009
Value of interest in master investment trust accounts at beginning of year2017-12-31$3,770,277
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$11,344,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,975,140
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,680,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,616,640
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,733,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,432,470
Total income from all sources (including contributions)2016-12-31$24,248,536
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$24,267,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,135,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,096,654
Value of total assets at end of year2016-12-31$4,497,458
Value of total assets at beginning of year2016-12-31$6,215,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,132,206
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,432,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$95,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$824,969
Administrative expenses (other) incurred2016-12-31$1,132,206
Liabilities. Value of operating payables at end of year2016-12-31$21,749
Liabilities. Value of operating payables at beginning of year2016-12-31$22,261
Total non interest bearing cash at end of year2016-12-31$727,181
Total non interest bearing cash at beginning of year2016-12-31$796,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-19,003
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,763,585
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,782,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$3,770,277
Value of interest in master investment trust accounts at beginning of year2016-12-31$5,418,840
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$16,664,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,135,333
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
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,616,640
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,585,240
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLAIR, WESTFALL & CO., P.C.
Accountancy firm EIN2016-12-31270166339
2015 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,432,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,891,447
Total income from all sources (including contributions)2015-12-31$24,963,380
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$27,038,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,095,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,910,655
Value of total assets at end of year2015-12-31$6,215,058
Value of total assets at beginning of year2015-12-31$7,749,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,943,659
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$853,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,816,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$824,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$741,359
Administrative expenses (other) incurred2015-12-31$2,089,759
Liabilities. Value of operating payables at end of year2015-12-31$22,261
Liabilities. Value of operating payables at beginning of year2015-12-31$64,088
Total non interest bearing cash at end of year2015-12-31$796,218
Total non interest bearing cash at beginning of year2015-12-31$792,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,075,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,782,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,858,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$5,418,840
Value of interest in master investment trust accounts at beginning of year2015-12-31$6,956,635
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$16,093,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,095,208
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,585,240
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,086,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLAIR, WESTFALL & CO., P.C.
Accountancy firm EIN2015-12-31270166339
2014 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,150,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,922,984
Total income from all sources (including contributions)2014-12-31$29,241,847
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$29,071,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,331,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,264,364
Value of total assets at end of year2014-12-31$4,955,005
Value of total assets at beginning of year2014-12-31$4,557,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,739,960
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,130,753
Other income not declared elsewhere2014-12-31$977,483
Administrative expenses (other) incurred2014-12-31$683,655
Total non interest bearing cash at end of year2014-12-31$4,955,005
Total non interest bearing cash at beginning of year2014-12-31$4,557,506
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$170,395
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,804,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,634,522
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
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$19,133,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,331,492
Contract administrator fees2014-12-31$2,056,305
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,150,088
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,922,984
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BLAIR, WESTFALL & CO., P.C.
Accountancy firm EIN2014-12-31270166339
2013 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,922,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,334,280
Total income from all sources (including contributions)2013-12-31$30,049,927
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$28,545,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$25,556,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$28,117,449
Value of total assets at end of year2013-12-31$4,557,506
Value of total assets at beginning of year2013-12-31$4,464,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,989,615
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$14,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,761,290
Other income not declared elsewhere2013-12-31$1,932,478
Administrative expenses (other) incurred2013-12-31$806,360
Total non interest bearing cash at end of year2013-12-31$4,557,506
Total non interest bearing cash at beginning of year2013-12-31$4,464,519
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$1,504,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,634,522
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,130,239
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
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$21,356,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,556,029
Contract administrator fees2013-12-31$2,169,255
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,922,984
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,334,280
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BLAIR, WESTFALL & CO., P.C.
Accountancy firm EIN2013-12-31270166339
2012 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,334,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,854,396
Total income from all sources (including contributions)2012-12-31$35,580,527
Total of all expenses incurred2012-12-31$32,489,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,333,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$33,951,587
Value of total assets at end of year2012-12-31$4,464,519
Value of total assets at beginning of year2012-12-31$1,373,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,155,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$163,152
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,063,988
Other income not declared elsewhere2012-12-31$1,628,940
Administrative expenses (other) incurred2012-12-31$773,001
Total non interest bearing cash at end of year2012-12-31$4,464,519
Total non interest bearing cash at beginning of year2012-12-31$1,373,628
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$3,090,891
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,130,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-1,480,768
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$8,049
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$25,887,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,333,759
Contract administrator fees2012-12-31$2,211,675
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,334,280
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,854,396
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BLAIR, WESTFALL & CO., PC
Accountancy firm EIN2012-12-31270166339
2011 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,854,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,787,238
Total income from all sources (including contributions)2011-12-31$33,500,834
Total of all expenses incurred2011-12-31$33,199,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,823,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,115,388
Value of total assets at end of year2011-12-31$1,373,628
Value of total assets at beginning of year2011-12-31$1,071,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,375,478
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$261,861
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,311,381
Other income not declared elsewhere2011-12-31$2,385,446
Administrative expenses (other) incurred2011-12-31$702,613
Total non interest bearing cash at end of year2011-12-31$1,373,628
Total non interest bearing cash at beginning of year2011-12-31$1,071,907
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$301,721
Value of net assets at end of year (total assets less liabilities)2011-12-31$-1,480,768
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-1,715,331
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$34,525
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$22,804,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,823,635
Contract administrator fees2011-12-31$2,376,479
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,854,396
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,787,238
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BLAIR, THOMSNE & CO., PC
Accountancy firm EIN2011-12-31270166339
2010 : LEE ENTERPRISES WELFARE BENEFIT PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$41,310,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,785,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$54,370,696
Total income from all sources (including contributions)2010-12-31$33,722,989
Total of all expenses incurred2010-12-31$33,468,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,415,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,722,989
Value of total assets at end of year2010-12-31$1,071,907
Value of total assets at beginning of year2010-12-31$41,310,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,052,457
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$179,318
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,702,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$394,762
Administrative expenses (other) incurred2010-12-31$312,842
Total non interest bearing cash at end of year2010-12-31$1,071,907
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$254,596
Value of net assets at end of year (total assets less liabilities)2010-12-31$-2,785,699
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-13,060,503
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$39,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$50,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$50,996
Asset value of US Government securities at beginning of year2010-12-31$32,507,515
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$24,020,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,415,936
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,024,603
Contract administrator fees2010-12-31$2,521,087
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,332,317
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,785,699
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$54,370,696
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BLAIR, THOMSEN & CO., P.C.
Accountancy firm EIN2010-12-31270166339

Form 5500 Responses for LEE ENTERPRISES WELFARE BENEFIT PLAN

2023: LEE ENTERPRISES WELFARE BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: LEE ENTERPRISES WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: LEE ENTERPRISES WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: LEE ENTERPRISES WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: LEE ENTERPRISES WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: LEE ENTERPRISES WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: LEE ENTERPRISES WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: LEE ENTERPRISES WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: LEE ENTERPRISES WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: LEE ENTERPRISES WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: LEE ENTERPRISES WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: LEE ENTERPRISES WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: LEE ENTERPRISES WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: LEE ENTERPRISES WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: LEE ENTERPRISES WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234810
Policy instance 1
Insurance contract or identification number234810
Number of Individuals Covered2589
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $22,915
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,182,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract numberC11
Policy instance 2
Insurance contract or identification numberC11
Number of Individuals Covered1865
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234810
Policy instance 1
Insurance contract or identification number234810
Number of Individuals Covered2721
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $55,657
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $995,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,657
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234810
Policy instance 1
Insurance contract or identification number234810
Number of Individuals Covered2716
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $55,335
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $970,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,335
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234810
Policy instance 1
Insurance contract or identification number234810
Number of Individuals Covered1442
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,497
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $479,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,497
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number234810
Policy instance 1
Insurance contract or identification number234810
Number of Individuals Covered1616
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $32,011
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $533,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,011
Insurance broker organization code?3

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