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AMERITAS AGENT 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAMERITAS AGENT 401(K) RETIREMENT PLAN
Plan identification number 010

AMERITAS AGENT 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERITAS HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERITAS HOLDING COMPANY
Employer identification number (EIN):470806844
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERITAS AGENT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102022-01-01CRYSTAL A. MEYER2023-08-24 CRYSTAL A. MEYER2023-08-24
0102021-01-01CRYSTAL MEYER2022-09-23 CRYSTAL MEYER2022-09-23
0102020-01-01APRIL RIMPLEY2021-08-12 APRIL RIMPLEY
0102019-01-01APRIL RIMPLEY2020-08-28 APRIL RIMPLEY2020-08-28
0102018-01-01
0102017-01-01APRIL RIMPLEY
0102016-01-01APRIL RIMPLEY APRIL RIMPLEY2017-09-22
0102015-01-01KENT E. MATTSON KENT E. MATTSON2016-07-28
0102014-01-01KENT E. MATTSON KENT E. MATTSON2015-07-27
0102013-01-01KENT E. MATTSON KENT E. MATTSON2014-07-28
0102012-01-01KENT E. MATTSON KENT E. MATTSON2013-07-26
0102011-01-01KENT E. MATTSON KENT E. MATTSON2012-10-10
0102010-01-01KENT E. MATTSON
0102009-01-01KENT E. MATTSON KENT E. MATTSON2010-10-07

Plan Statistics for AMERITAS AGENT 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AMERITAS AGENT 401(K) RETIREMENT PLAN

Measure Date Value
2022: AMERITAS AGENT 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01661
Total number of active participants reported on line 7a of the Form 55002022-01-01448
Number of other retired or separated participants entitled to future benefits2022-01-01232
Total of all active and inactive participants2022-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01688
Number of participants with account balances2022-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: AMERITAS AGENT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01580
Total number of active participants reported on line 7a of the Form 55002021-01-01463
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01661
Number of participants with account balances2021-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0169
2020: AMERITAS AGENT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01632
Total number of active participants reported on line 7a of the Form 55002020-01-01394
Number of other retired or separated participants entitled to future benefits2020-01-01172
Total of all active and inactive participants2020-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01572
Number of participants with account balances2020-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: AMERITAS AGENT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01614
Total number of active participants reported on line 7a of the Form 55002019-01-01402
Number of other retired or separated participants entitled to future benefits2019-01-01215
Total of all active and inactive participants2019-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01623
Number of participants with account balances2019-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: AMERITAS AGENT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01565
Total number of active participants reported on line 7a of the Form 55002018-01-01365
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01202
Total of all active and inactive participants2018-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01570
Number of participants with account balances2018-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: AMERITAS AGENT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01688
Total number of active participants reported on line 7a of the Form 55002017-01-01349
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01189
Total of all active and inactive participants2017-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01538
Number of participants with account balances2017-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: AMERITAS AGENT 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01641
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01199
Total of all active and inactive participants2016-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01526
Number of participants with account balances2016-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0155
2015: AMERITAS AGENT 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01613
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01239
Total of all active and inactive participants2015-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01603
Number of participants with account balances2015-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0158
2014: AMERITAS AGENT 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01615
Total number of active participants reported on line 7a of the Form 55002014-01-01363
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01194
Total of all active and inactive participants2014-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01558
Number of participants with account balances2014-01-01489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0180
2013: AMERITAS AGENT 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01602
Total number of active participants reported on line 7a of the Form 55002013-01-01357
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01187
Total of all active and inactive participants2013-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01546
Number of participants with account balances2013-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: AMERITAS AGENT 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01603
Total number of active participants reported on line 7a of the Form 55002012-01-01351
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01194
Total of all active and inactive participants2012-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01546
Number of participants with account balances2012-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: AMERITAS AGENT 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01673
Total number of active participants reported on line 7a of the Form 55002011-01-01395
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01171
Total of all active and inactive participants2011-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01567
Number of participants with account balances2011-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0145
2010: AMERITAS AGENT 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01675
Total number of active participants reported on line 7a of the Form 55002010-01-01409
Number of retired or separated participants receiving benefits2010-01-01197
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01606
Number of participants with account balances2010-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0164
2009: AMERITAS AGENT 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01655
Total number of active participants reported on line 7a of the Form 55002009-01-01450
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01174
Total of all active and inactive participants2009-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01625
Number of participants with account balances2009-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0166

Financial Data on AMERITAS AGENT 401(K) RETIREMENT PLAN

Measure Date Value
2022 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,692
Total income from all sources (including contributions)2022-12-31$-11,142,380
Total of all expenses incurred2022-12-31$4,180,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,121,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,817,133
Value of total assets at end of year2022-12-31$81,671,036
Value of total assets at beginning of year2022-12-31$96,988,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,272
Total interest from all sources2022-12-31$473,280
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$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$3,619,610
Participant contributions at end of year2022-12-31$720,928
Participant contributions at beginning of year2022-12-31$934,127
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$63,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,322,396
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,666,344
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$96,988,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$65,014,031
Value of interest in pooled separate accounts at beginning of year2022-12-31$82,172,643
Interest on participant loans2022-12-31$40,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$433,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,936,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,881,970
Net investment gain/loss from pooled separate accounts2022-12-31$-16,432,793
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$1,134,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,121,744
Contract administrator fees2022-12-31$58,272
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
2021 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$878
Total income from all sources (including contributions)2021-12-31$16,760,440
Total of all expenses incurred2021-12-31$6,546,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,492,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,496,675
Value of total assets at end of year2021-12-31$96,988,740
Value of total assets at beginning of year2021-12-31$86,775,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,062
Total interest from all sources2021-12-31$466,905
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$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$3,428,180
Participant contributions at end of year2021-12-31$934,127
Participant contributions at beginning of year2021-12-31$937,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$878
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$10,214,094
Value of net assets at end of year (total assets less liabilities)2021-12-31$96,988,740
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$86,774,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$82,172,643
Value of interest in pooled separate accounts at beginning of year2021-12-31$71,793,879
Interest on participant loans2021-12-31$53,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$413,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,881,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,043,931
Net investment gain/loss from pooled separate accounts2021-12-31$11,796,860
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$1,068,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,492,284
Contract administrator fees2021-12-31$54,062
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2021-12-31341818258
2020 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$750
Total income from all sources (including contributions)2020-12-31$13,379,031
Total of all expenses incurred2020-12-31$11,357,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,316,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,140,538
Value of total assets at end of year2020-12-31$86,775,524
Value of total assets at beginning of year2020-12-31$84,753,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,494
Total interest from all sources2020-12-31$425,566
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$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$3,093,620
Participant contributions at end of year2020-12-31$937,714
Participant contributions at beginning of year2020-12-31$914,817
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$56,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$750
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$2,021,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$86,774,646
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,752,926
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 pooled separate accounts at end of year2020-12-31$71,793,879
Value of interest in pooled separate accounts at beginning of year2020-12-31$72,832,434
Interest on participant loans2020-12-31$50,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$374,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,043,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,006,425
Net investment gain/loss from pooled separate accounts2020-12-31$8,812,927
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$990,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,316,817
Contract administrator fees2020-12-31$40,494
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2020-12-31341818258
2019 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$599
Total income from all sources (including contributions)2019-12-31$18,686,641
Total of all expenses incurred2019-12-31$3,385,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,366,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,619,708
Value of total assets at end of year2019-12-31$84,753,676
Value of total assets at beginning of year2019-12-31$69,452,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,902
Total interest from all sources2019-12-31$396,060
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
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$2,714,049
Participant contributions at end of year2019-12-31$914,817
Participant contributions at beginning of year2019-12-31$997,016
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$599
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$15,301,321
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,752,926
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$69,451,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$72,832,434
Value of interest in pooled separate accounts at beginning of year2019-12-31$57,624,189
Interest on participant loans2019-12-31$52,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$343,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,006,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,729,321
Net investment gain/loss from pooled separate accounts2019-12-31$14,670,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$849,619
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$101,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,366,418
Contract administrator fees2019-12-31$18,902
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2019-12-31341818258
2018 : AMERITAS AGENT 401(K) 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$599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,539
Total income from all sources (including contributions)2018-12-31$354,717
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,698,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,680,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,174,765
Value of total assets at end of year2018-12-31$69,452,204
Value of total assets at beginning of year2018-12-31$73,806,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,573
Total interest from all sources2018-12-31$370,371
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$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$2,422,337
Participant contributions at end of year2018-12-31$997,016
Participant contributions at beginning of year2018-12-31$1,250,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,343,334
Value of net assets at end of year (total assets less liabilities)2018-12-31$69,451,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,794,939
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 pooled separate accounts at end of year2018-12-31$57,624,189
Value of interest in pooled separate accounts at beginning of year2018-12-31$62,756,104
Interest on participant loans2018-12-31$57,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$312,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,729,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,779,035
Net investment gain/loss from pooled separate accounts2018-12-31$-3,190,419
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$752,428
Employer contributions (assets) at end of year2018-12-31$101,678
Employer contributions (assets) at beginning of year2018-12-31$20,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,680,478
Contract administrator fees2018-12-31$17,573
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE LTD
Accountancy firm EIN2018-12-31341818258
2017 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$650
Total income from all sources (including contributions)2017-12-31$14,993,467
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,061,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,051,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,466,933
Value of total assets at end of year2017-12-31$73,806,478
Value of total assets at beginning of year2017-12-31$62,863,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,362
Total interest from all sources2017-12-31$368,782
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$2,328,670
Participant contributions at end of year2017-12-31$1,250,987
Participant contributions at beginning of year2017-12-31$1,028,337
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,403,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$650
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$10,931,793
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,794,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,863,146
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 pooled separate accounts at end of year2017-12-31$62,756,104
Value of interest in pooled separate accounts at beginning of year2017-12-31$52,477,002
Interest on participant loans2017-12-31$51,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$317,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,779,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,341,661
Net investment gain/loss from pooled separate accounts2017-12-31$10,157,752
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$734,739
Employer contributions (assets) at end of year2017-12-31$20,352
Employer contributions (assets) at beginning of year2017-12-31$16,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,051,312
Contract administrator fees2017-12-31$10,362
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 name2017-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2017-12-31341818258
2016 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,186,538
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,704,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,686,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,474,425
Value of total assets at end of year2016-12-31$62,863,796
Value of total assets at beginning of year2016-12-31$61,381,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,901
Total interest from all sources2016-12-31$342,320
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$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$2,327,024
Participant contributions at end of year2016-12-31$1,028,337
Participant contributions at beginning of year2016-12-31$1,203,502
Participant contributions at beginning of year2016-12-31$119
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$440,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$650
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$1,482,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,863,146
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,381,112
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 pooled separate accounts at end of year2016-12-31$52,477,002
Value of interest in pooled separate accounts at beginning of year2016-12-31$51,650,675
Interest on participant loans2016-12-31$43,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$299,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,341,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,520,770
Net investment gain/loss from pooled separate accounts2016-12-31$4,369,793
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$707,176
Employer contributions (assets) at end of year2016-12-31$16,796
Employer contributions (assets) at beginning of year2016-12-31$6,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,686,603
Contract administrator fees2016-12-31$17,901
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 name2016-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2016-12-31341818258
2015 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,075,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,173,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,161,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,548,527
Value of total assets at end of year2015-12-31$61,381,112
Value of total assets at beginning of year2015-12-31$60,479,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,894
Total interest from all sources2015-12-31$352,333
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
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$2,395,735
Participant contributions at end of year2015-12-31$1,203,502
Participant contributions at beginning of year2015-12-31$1,085,196
Participant contributions at end of year2015-12-31$119
Participant contributions at beginning of year2015-12-31$142
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$376,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$50,000
Other income not declared elsewhere2015-12-31$13,241
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$902,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,381,112
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$60,479,052
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 pooled separate accounts at end of year2015-12-31$51,650,675
Value of interest in pooled separate accounts at beginning of year2015-12-31$51,292,607
Interest on participant loans2015-12-31$53,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$298,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,520,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,051,049
Net investment gain/loss from pooled separate accounts2015-12-31$161,210
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$776,388
Employer contributions (assets) at end of year2015-12-31$6,046
Employer contributions (assets) at beginning of year2015-12-31$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,161,357
Contract administrator fees2015-12-31$11,894
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 name2015-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2015-12-31341818258
2014 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$962
Total income from all sources (including contributions)2014-12-31$6,671,211
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,505,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,494,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,338,903
Value of total assets at end of year2014-12-31$60,479,052
Value of total assets at beginning of year2014-12-31$59,314,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,282
Total interest from all sources2014-12-31$337,519
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$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$2,397,316
Participant contributions at end of year2014-12-31$1,085,196
Participant contributions at beginning of year2014-12-31$1,268,193
Participant contributions at end of year2014-12-31$142
Participant contributions at beginning of year2014-12-31$1,925
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$206,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$962
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$1,165,647
Value of net assets at end of year (total assets less liabilities)2014-12-31$60,479,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$59,313,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$51,292,607
Value of interest in pooled separate accounts at beginning of year2014-12-31$50,306,282
Interest on participant loans2014-12-31$47,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$289,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,051,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,723,890
Net investment gain/loss from pooled separate accounts2014-12-31$2,994,789
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$734,842
Employer contributions (assets) at end of year2014-12-31$58
Employer contributions (assets) at beginning of year2014-12-31$14,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,494,282
Contract administrator fees2014-12-31$11,282
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2014-12-31341818258
2013 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,038
Total income from all sources (including contributions)2013-12-31$13,235,638
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,982,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,974,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,189,218
Value of total assets at end of year2013-12-31$59,314,367
Value of total assets at beginning of year2013-12-31$52,062,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,241
Total interest from all sources2013-12-31$334,426
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
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$2,376,227
Participant contributions at end of year2013-12-31$1,268,193
Participant contributions at beginning of year2013-12-31$1,453,150
Participant contributions at end of year2013-12-31$1,925
Participant contributions at beginning of year2013-12-31$1,948
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$79,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,038
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$7,253,464
Value of net assets at end of year (total assets less liabilities)2013-12-31$59,313,405
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,059,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$50,306,282
Value of interest in pooled separate accounts at beginning of year2013-12-31$43,285,049
Interest on participant loans2013-12-31$56,389
Interest earned on other investments2013-12-31$278,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,723,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,295,237
Net investment gain/loss from pooled separate accounts2013-12-31$9,711,994
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$733,735
Employer contributions (assets) at end of year2013-12-31$14,077
Employer contributions (assets) at beginning of year2013-12-31$27,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,974,933
Contract administrator fees2013-12-31$7,241
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2013-12-31341818258
2012 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$136
Total income from all sources (including contributions)2012-12-31$11,509,831
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,956,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,939,270
Expenses. Certain deemed distributions of participant loans2012-12-31$5,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,828,775
Value of total assets at end of year2012-12-31$52,062,979
Value of total assets at beginning of year2012-12-31$44,506,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,769
Total interest from all sources2012-12-31$340,956
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$2,376,916
Participant contributions at end of year2012-12-31$1,453,150
Participant contributions at beginning of year2012-12-31$1,670,262
Participant contributions at end of year2012-12-31$1,948
Participant contributions at beginning of year2012-12-31$445
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,725,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$136
Administrative expenses (other) incurred2012-12-31$11,769
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$7,553,251
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,059,941
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,506,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$43,285,049
Value of interest in pooled separate accounts at beginning of year2012-12-31$36,555,897
Interest on participant loans2012-12-31$65,852
Interest earned on other investments2012-12-31$275,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,295,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,271,420
Net investment gain/loss from pooled separate accounts2012-12-31$5,340,100
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$725,891
Employer contributions (assets) at end of year2012-12-31$27,595
Employer contributions (assets) at beginning of year2012-12-31$8,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,939,270
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,648
Total income from all sources (including contributions)2011-12-31$2,965,914
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,816,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,767,538
Expenses. Certain deemed distributions of participant loans2011-12-31$36,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,211,800
Value of total assets at end of year2011-12-31$44,506,826
Value of total assets at beginning of year2011-12-31$45,358,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,663
Total interest from all sources2011-12-31$340,540
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$2,382,070
Participant contributions at end of year2011-12-31$1,670,262
Participant contributions at beginning of year2011-12-31$1,718,521
Participant contributions at end of year2011-12-31$445
Participant contributions at beginning of year2011-12-31$155
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$101,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,648
Administrative expenses (other) incurred2011-12-31$11,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-850,147
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,506,690
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,356,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$36,555,897
Value of interest in pooled separate accounts at beginning of year2011-12-31$37,560,629
Interest on participant loans2011-12-31$78,346
Interest earned on other investments2011-12-31$262,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,271,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,058,008
Net investment gain/loss from pooled separate accounts2011-12-31$-586,426
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$728,023
Employer contributions (assets) at end of year2011-12-31$8,802
Employer contributions (assets) at beginning of year2011-12-31$21,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,767,538
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 name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : AMERITAS AGENT 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,360
Total income from all sources (including contributions)2010-12-31$8,183,911
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,770,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,758,042
Expenses. Certain deemed distributions of participant loans2010-12-31$1,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,818,788
Value of total assets at end of year2010-12-31$45,358,485
Value of total assets at beginning of year2010-12-31$41,946,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,956
Total interest from all sources2010-12-31$344,818
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$2,309,504
Participant contributions at end of year2010-12-31$1,718,521
Participant contributions at beginning of year2010-12-31$1,704,786
Participant contributions at end of year2010-12-31$155
Participant contributions at beginning of year2010-12-31$155
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$105,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,360
Other income not declared elsewhere2010-12-31$550
Administrative expenses (other) incurred2010-12-31$10,956
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$3,413,757
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,356,837
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,943,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$37,560,629
Value of interest in pooled separate accounts at beginning of year2010-12-31$34,358,165
Interest on participant loans2010-12-31$77,339
Interest earned on other investments2010-12-31$267,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,058,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,856,700
Net investment gain/loss from pooled separate accounts2010-12-31$5,019,755
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$404,058
Employer contributions (assets) at end of year2010-12-31$21,172
Employer contributions (assets) at beginning of year2010-12-31$26,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,758,042
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 name2010-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2010-12-31341818258
2009 : AMERITAS AGENT 401(K) 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 AMERITAS AGENT 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered609
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered582
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered523
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered539
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered489
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered463
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered528
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered489
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered477
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered480
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered484
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract number359991
Policy instance 1
Insurance contract or identification number359991
Number of Individuals Covered528
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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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