AMERITAS HOLDING COMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: AMERITAS PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 418,978,056 |
Acturial value of plan assets | 2022-12-31 | 411,373,079 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 170,189,344 |
Number of terminated vested participants | 2022-12-31 | 469 |
Fundng target for terminated vested participants | 2022-12-31 | 52,836,907 |
Active participant vested funding target | 2022-12-31 | 64,154,171 |
Number of active participants | 2022-12-31 | 256 |
Total funding liabilities for active participants | 2022-12-31 | 64,154,171 |
Total participant count | 2022-12-31 | 2,111 |
Total funding target for all participants | 2022-12-31 | 287,180,422 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 3,548,474 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 2,090 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,176 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 454 |
Total of all active and inactive participants | 2022-01-01 | 1,832 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 180 |
Total participants | 2022-01-01 | 2,012 |
2021: AMERITAS PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 451,432,225 |
Acturial value of plan assets | 2021-12-31 | 407,023,234 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 159,290,679 |
Number of terminated vested participants | 2021-12-31 | 478 |
Fundng target for terminated vested participants | 2021-12-31 | 46,412,784 |
Active participant vested funding target | 2021-12-31 | 80,571,660 |
Number of active participants | 2021-12-31 | 319 |
Total funding liabilities for active participants | 2021-12-31 | 80,571,660 |
Total participant count | 2021-12-31 | 2,181 |
Total funding target for all participants | 2021-12-31 | 286,275,123 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 4,332,913 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,169 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,215 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 452 |
Total of all active and inactive participants | 2021-01-01 | 1,923 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 167 |
Total participants | 2021-01-01 | 2,090 |
2020: AMERITAS PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 420,853,674 |
Acturial value of plan assets | 2020-12-31 | 398,974,355 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 164,013,861 |
Number of terminated vested participants | 2020-12-31 | 485 |
Fundng target for terminated vested participants | 2020-12-31 | 44,692,181 |
Active participant vested funding target | 2020-12-31 | 90,641,629 |
Number of active participants | 2020-12-31 | 361 |
Total funding liabilities for active participants | 2020-12-31 | 90,641,629 |
Total participant count | 2020-12-31 | 2,252 |
Total funding target for all participants | 2020-12-31 | 299,347,671 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 4,805,162 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 2,240 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 319 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,207 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 471 |
Total of all active and inactive participants | 2020-01-01 | 1,997 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 172 |
Total participants | 2020-01-01 | 2,169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AMERITAS PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 385,176,947 |
Acturial value of plan assets | 2019-12-31 | 391,496,524 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 158,774,605 |
Number of terminated vested participants | 2019-12-31 | 521 |
Fundng target for terminated vested participants | 2019-12-31 | 46,353,291 |
Active participant vested funding target | 2019-12-31 | 90,113,882 |
Number of active participants | 2019-12-31 | 400 |
Total funding liabilities for active participants | 2019-12-31 | 90,113,882 |
Total participant count | 2019-12-31 | 2,309 |
Total funding target for all participants | 2019-12-31 | 295,241,778 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 4,904,818 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2,297 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 361 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,224 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 484 |
Total of all active and inactive participants | 2019-01-01 | 2,069 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 171 |
Total participants | 2019-01-01 | 2,240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMERITAS PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 405,091,938 |
Acturial value of plan assets | 2018-12-31 | 387,591,666 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 153,548,308 |
Number of terminated vested participants | 2018-12-31 | 549 |
Fundng target for terminated vested participants | 2018-12-31 | 46,364,866 |
Active participant vested funding target | 2018-12-31 | 88,158,223 |
Number of active participants | 2018-12-31 | 435 |
Total funding liabilities for active participants | 2018-12-31 | 88,158,223 |
Total participant count | 2018-12-31 | 2,366 |
Total funding target for all participants | 2018-12-31 | 288,071,397 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 23,237,762 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 24,597,171 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 4,518,189 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2,355 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 400 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,206 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 519 |
Total of all active and inactive participants | 2018-01-01 | 2,125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 172 |
Total participants | 2018-01-01 | 2,297 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMERITAS PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 358,272,932 |
Acturial value of plan assets | 2017-12-31 | 362,854,573 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 143,989,218 |
Number of terminated vested participants | 2017-12-31 | 557 |
Fundng target for terminated vested participants | 2017-12-31 | 43,210,950 |
Active participant vested funding target | 2017-12-31 | 84,502,016 |
Number of active participants | 2017-12-31 | 480 |
Total funding liabilities for active participants | 2017-12-31 | 84,502,016 |
Total participant count | 2017-12-31 | 2,438 |
Total funding target for all participants | 2017-12-31 | 271,702,184 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 18,597,041 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 19,722,162 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 25,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 23,237,762 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 4,730,176 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 23,237,762 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,426 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 435 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,203 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 543 |
Total of all active and inactive participants | 2017-01-01 | 2,181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 174 |
Total participants | 2017-01-01 | 2,355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AMERITAS PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 337,433,251 |
Acturial value of plan assets | 2016-12-31 | 351,184,847 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 137,183,058 |
Number of terminated vested participants | 2016-12-31 | 592 |
Fundng target for terminated vested participants | 2016-12-31 | 42,654,861 |
Active participant vested funding target | 2016-12-31 | 87,292,202 |
Number of active participants | 2016-12-31 | 519 |
Total funding liabilities for active participants | 2016-12-31 | 87,292,202 |
Total participant count | 2016-12-31 | 2,488 |
Total funding target for all participants | 2016-12-31 | 267,130,121 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 18,564,836 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 19,725,138 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 20,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 18,597,041 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 4,664,104 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 18,597,041 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2,477 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 480 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,212 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 552 |
Total of all active and inactive participants | 2016-01-01 | 2,244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 182 |
Total participants | 2016-01-01 | 2,426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMERITAS PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2,721 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 519 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,184 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 590 |
Total of all active and inactive participants | 2015-01-01 | 2,293 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 184 |
Total participants | 2015-01-01 | 2,477 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AMERITAS PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2,881 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 584 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,155 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 805 |
Total of all active and inactive participants | 2014-01-01 | 2,544 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 177 |
Total participants | 2014-01-01 | 2,721 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: AMERITAS PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3,305 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 666 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,218 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 794 |
Total of all active and inactive participants | 2013-01-01 | 2,678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 203 |
Total participants | 2013-01-01 | 2,881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: AMERITAS PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3,361 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 724 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,187 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,189 |
Total of all active and inactive participants | 2012-01-01 | 3,100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 205 |
Total participants | 2012-01-01 | 3,305 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: AMERITAS PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3,408 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 782 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,184 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,191 |
Total of all active and inactive participants | 2011-01-01 | 3,157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 204 |
Total participants | 2011-01-01 | 3,361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: AMERITAS PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3,516 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 876 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,171 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,220 |
Total of all active and inactive participants | 2009-01-01 | 3,267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 194 |
Total participants | 2009-01-01 | 3,461 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : AMERITAS PENSION PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-85,759,339 |
Total of all expenses incurred | 2022-12-31 | $48,980,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $48,587,965 |
Value of total assets at end of year | 2022-12-31 | $284,242,071 |
Value of total assets at beginning of year | 2022-12-31 | $418,982,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $392,747 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $206,411 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $64 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,066 |
Administrative expenses (other) incurred | 2022-12-31 | $186,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-134,740,051 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $284,242,071 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $418,982,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $284,242,007 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $418,978,056 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-85,759,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $48,587,965 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2022-12-31 | 341818258 |
2021 : AMERITAS PENSION PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-12-31 | $735,821 |
Total of all expenses incurred | 2021-12-31 | $33,249,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $32,866,903 |
Value of total assets at end of year | 2021-12-31 | $418,982,122 |
Value of total assets at beginning of year | 2021-12-31 | $451,495,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $382,738 |
Total interest from all sources | 2021-12-31 | $518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $194,404 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,066 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,191 |
Administrative expenses (other) incurred | 2021-12-31 | $188,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-32,513,820 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $418,982,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $451,495,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $418,978,056 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $451,432,225 |
Interest earned on other investments | 2021-12-31 | $518 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $62,526 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $735,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $32,866,903 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MEDADEN & MOORE, LTD |
Accountancy firm EIN | 2021-12-31 | 341818258 |
2020 : AMERITAS PENSION PLAN 2020 401k financial data |
---|
Total income from all sources (including contributions) | 2020-12-31 | $58,863,069 |
Total of all expenses incurred | 2020-12-31 | $28,524,449 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $28,157,249 |
Value of total assets at end of year | 2020-12-31 | $451,495,942 |
Value of total assets at beginning of year | 2020-12-31 | $421,157,322 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $367,200 |
Total interest from all sources | 2020-12-31 | $5,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $179,480 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,191 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,446 |
Administrative expenses (other) incurred | 2020-12-31 | $187,720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $30,338,620 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $451,495,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $421,157,322 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $451,432,225 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $420,844,615 |
Interest earned on other investments | 2020-12-31 | $5,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $62,526 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $310,261 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $58,857,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $28,157,249 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2020-12-31 | 341818258 |
2019 : AMERITAS PENSION PLAN 2019 401k financial data |
---|
Total income from all sources (including contributions) | 2019-12-31 | $60,005,052 |
Total of all expenses incurred | 2019-12-31 | $24,553,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $24,182,213 |
Value of total assets at end of year | 2019-12-31 | $421,157,322 |
Value of total assets at beginning of year | 2019-12-31 | $385,705,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $370,835 |
Total interest from all sources | 2019-12-31 | $14,210 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $187,075 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,446 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $14,724 |
Administrative expenses (other) incurred | 2019-12-31 | $183,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $35,452,004 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $421,157,322 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $385,705,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $420,844,615 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $385,176,947 |
Interest earned on other investments | 2019-12-31 | $14,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $310,261 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $513,647 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $59,990,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $24,182,213 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2019-12-31 | 341818258 |
2018 : AMERITAS PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,800 |
Total income from all sources (including contributions) | 2018-12-31 | $251,518 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $20,844,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $20,460,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $385,705,318 |
Value of total assets at beginning of year | 2018-12-31 | $406,300,459 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $384,398 |
Total interest from all sources | 2018-12-31 | $690,793 |
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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $210,128 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $14,724 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $13,871 |
Administrative expenses (other) incurred | 2018-12-31 | $174,270 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-20,593,341 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $385,705,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $406,298,659 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $385,176,947 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $325,806,457 |
Interest earned on other investments | 2018-12-31 | $690,793 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $513,647 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $60,480,131 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-439,275 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at beginning of year | 2018-12-31 | $20,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $20,460,461 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2018-12-31 | 341818258 |
2017 : AMERITAS PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,800 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $68,283,559 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $21,582,089 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $21,262,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $25,000,000 |
Value of total assets at end of year | 2017-12-31 | $406,300,459 |
Value of total assets at beginning of year | 2017-12-31 | $359,597,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $319,677 |
Total interest from all sources | 2017-12-31 | $2,022,677 |
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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $152,283 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $13,871 |
Administrative expenses (other) incurred | 2017-12-31 | $167,394 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $46,701,470 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $406,298,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $359,597,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $325,806,457 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $290,079,602 |
Interest earned on other investments | 2017-12-31 | $2,022,677 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $60,480,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $54,517,587 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $41,260,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $25,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $20,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $15,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $21,262,412 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2017-12-31 | 341818258 |
2016 : AMERITAS PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $152,937 |
Total income from all sources (including contributions) | 2016-12-31 | $42,746,610 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $22,088,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $21,632,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $20,000,000 |
Value of total assets at end of year | 2016-12-31 | $359,597,189 |
Value of total assets at beginning of year | 2016-12-31 | $339,091,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $455,357 |
Total interest from all sources | 2016-12-31 | $1,864,680 |
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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $296,829 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $141,851 |
Administrative expenses (other) incurred | 2016-12-31 | $158,528 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $152,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $20,658,598 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $359,597,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $338,938,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $290,079,602 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $271,488,897 |
Interest earned on other investments | 2016-12-31 | $1,864,680 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $54,517,587 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $52,460,780 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $20,881,930 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $20,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $15,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $21,632,655 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2016-12-31 | 341818258 |
2015 : AMERITAS PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $152,937 |
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 | $17,656,307 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $27,743,288 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $27,303,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $20,000,000 |
Value of total assets at end of year | 2015-12-31 | $339,091,528 |
Value of total assets at beginning of year | 2015-12-31 | $349,025,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $439,411 |
Total interest from all sources | 2015-12-31 | $1,966,868 |
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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $284,314 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $141,851 |
Administrative expenses (other) incurred | 2015-12-31 | $155,097 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $152,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-10,086,981 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $338,938,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $349,025,572 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $271,488,897 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $281,472,398 |
Interest earned on other investments | 2015-12-31 | $1,966,868 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $52,460,780 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $52,553,174 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-4,310,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $20,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $15,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $27,303,877 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2015-12-31 | 341818258 |
2014 : AMERITAS PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $4,976 |
Total income from all sources (including contributions) | 2014-12-31 | $43,979,763 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $17,235,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $16,887,776 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $20,000,000 |
Value of total assets at end of year | 2014-12-31 | $349,025,572 |
Value of total assets at beginning of year | 2014-12-31 | $322,286,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $348,152 |
Total interest from all sources | 2014-12-31 | $1,846,900 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $155,267 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $45,778 |
Administrative expenses (other) incurred | 2014-12-31 | $192,885 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $4,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $26,743,835 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $349,025,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $322,281,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $281,472,398 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $258,531,947 |
Interest earned on other investments | 2014-12-31 | $1,846,900 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $52,553,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $48,708,988 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $22,132,863 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $20,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $15,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $16,887,776 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2014-12-31 | 341818258 |
2013 : AMERITAS PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,976 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $56,335,080 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $26,008,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $25,503,899 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $15,000,000 |
Value of total assets at end of year | 2013-12-31 | $322,286,713 |
Value of total assets at beginning of year | 2013-12-31 | $291,955,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $504,622 |
Total interest from all sources | 2013-12-31 | $1,554,876 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $215,461 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $45,778 |
Administrative expenses (other) incurred | 2013-12-31 | $289,161 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $4,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $30,326,559 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $322,281,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $291,955,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $258,531,947 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $240,407,936 |
Interest earned on other investments | 2013-12-31 | $1,554,876 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $48,708,988 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $31,547,242 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $363,259 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $39,780,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $15,000,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $15,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $20,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $25,140,640 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2013-12-31 | 341818258 |
2012 : AMERITAS PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $31,318 |
Total income from all sources (including contributions) | 2012-12-31 | $56,425,417 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $18,147,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $17,661,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $24,963,000 |
Value of total assets at end of year | 2012-12-31 | $291,955,178 |
Value of total assets at beginning of year | 2012-12-31 | $253,708,817 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $486,333 |
Total interest from all sources | 2012-12-31 | $1,168,927 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $113,683 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $372,650 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $38,277,679 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $291,955,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $253,677,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $240,407,936 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $217,790,954 |
Interest earned on other investments | 2012-12-31 | $1,168,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $31,547,242 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $25,991,863 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $973,303 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $30,293,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $24,963,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $20,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $9,926,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $16,688,102 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $29,518 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2012-12-31 | 341818258 |
2011 : AMERITAS PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $31,318 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $17,514,262 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $17,060,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $16,843,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $15,554,666 |
Value of total assets at end of year | 2011-12-31 | $253,708,817 |
Value of total assets at beginning of year | 2011-12-31 | $253,223,848 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $217,039 |
Total interest from all sources | 2011-12-31 | $1,017,170 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $93,880 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $123,159 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $453,651 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $253,677,499 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $253,223,848 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $217,790,954 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $220,516,124 |
Interest earned on other investments | 2011-12-31 | $1,017,170 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $25,991,863 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $21,450,390 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,148,971 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $942,426 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $15,554,666 |
Employer contributions (assets) at end of year | 2011-12-31 | $9,926,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $11,257,334 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,694,601 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $29,518 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2011-12-31 | 341818258 |
2010 : AMERITAS PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $47,504,227 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $19,626,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,210,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $20,058,674 |
Value of total assets at end of year | 2010-12-31 | $253,223,848 |
Value of total assets at beginning of year | 2010-12-31 | $225,346,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $416,358 |
Total interest from all sources | 2010-12-31 | $964,898 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $158,684 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $257,674 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $27,877,368 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $253,223,848 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $225,346,480 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $220,516,124 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $196,437,192 |
Interest earned on other investments | 2010-12-31 | $964,898 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $21,450,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $21,049,128 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $4,961,804 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $26,480,655 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $20,058,674 |
Employer contributions (assets) at end of year | 2010-12-31 | $11,257,334 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $7,860,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $14,248,697 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2010-12-31 | 341818258 |