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THE BALTIMORE LIFE 401K BENEFIT PLAN 401k Plan overview

Plan NameTHE BALTIMORE LIFE 401K BENEFIT PLAN
Plan identification number 002

THE BALTIMORE LIFE 401K BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

THE BALTIMORE LIFE INSURANCE CO. has sponsored the creation of one or more 401k plans.

Company Name:THE BALTIMORE LIFE INSURANCE CO.
Employer identification number (EIN):520236900
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BALTIMORE LIFE 401K BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LAURIE A. NOTARI LAURIE A. NOTARI2018-08-16
0022016-01-01RICHARD A. SPENCER III RICHARD A. SPENCER III2017-08-11
0022015-01-01JAMES P. SEEBERGER RICHARD A. SPENCER III2016-10-04
0022014-01-01JAMES P. SEEBERGER DAVID K. FICCA2015-10-13
0022013-01-01JAMES P. SEEBERGER DAVID K. FICCA, SR.2014-10-10
0022012-01-01JAMES P. SEEBERGER DAVID K. FICCA, SR.2013-10-11
0022011-01-01JAMES P. SEEBERGER DAVID K. FICCA, SR.2012-10-15
0022009-01-01JAMES P. SEEBERGER DAVID K. FICCA, SR.2010-10-13
0022009-01-01JAMES P. SEEBERGER DAVID K. FICCA, SR.2010-10-04

Plan Statistics for THE BALTIMORE LIFE 401K BENEFIT PLAN

401k plan membership statisitcs for THE BALTIMORE LIFE 401K BENEFIT PLAN

Measure Date Value
2022: THE BALTIMORE LIFE 401K BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01288
Total number of active participants reported on line 7a of the Form 55002022-01-01212
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01289
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: THE BALTIMORE LIFE 401K BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01215
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01289
Number of participants with account balances2021-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: THE BALTIMORE LIFE 401K BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01291
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01285
Number of participants with account balances2020-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: THE BALTIMORE LIFE 401K BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01295
Total number of active participants reported on line 7a of the Form 55002019-01-01216
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01292
Number of participants with account balances2019-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: THE BALTIMORE LIFE 401K BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01364
Total number of active participants reported on line 7a of the Form 55002018-01-01214
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01295
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: THE BALTIMORE LIFE 401K BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01251
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01110
Total of all active and inactive participants2017-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01364
Number of participants with account balances2017-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0156
2016: THE BALTIMORE LIFE 401K BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01349
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01342
Number of participants with account balances2016-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0168
2015: THE BALTIMORE LIFE 401K BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0198
Total of all active and inactive participants2015-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01340
Number of participants with account balances2015-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0173
2014: THE BALTIMORE LIFE 401K BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01334
Total number of active participants reported on line 7a of the Form 55002014-01-01254
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01346
Number of participants with account balances2014-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0151
2013: THE BALTIMORE LIFE 401K BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01307
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0180
Total of all active and inactive participants2013-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01336
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: THE BALTIMORE LIFE 401K BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01227
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01302
Number of participants with account balances2012-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: THE BALTIMORE LIFE 401K BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01288
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01298
Number of participants with account balances2011-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: THE BALTIMORE LIFE 401K BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01316
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01305
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on THE BALTIMORE LIFE 401K BENEFIT PLAN

Measure Date Value
2022 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,952,406
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,724,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,681,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,186,637
Value of total assets at end of year2022-12-31$45,327,935
Value of total assets at beginning of year2022-12-31$54,005,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,510
Total interest from all sources2022-12-31$17,940
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,247,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,247,970
Administrative expenses professional fees incurred2022-12-31$17,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$1,355,448
Participant contributions at end of year2022-12-31$355,888
Participant contributions at beginning of year2022-12-31$406,774
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,965
Other income not declared elsewhere2022-12-31$177,653
Administrative expenses (other) incurred2022-12-31$26,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,677,245
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,327,935
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,005,180
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$30,648,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,090,215
Interest on participant loans2022-12-31$17,940
Value of interest in common/collective trusts at end of year2022-12-31$14,323,361
Value of interest in common/collective trusts at beginning of year2022-12-31$12,508,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,971,626
Net investment gain or loss from common/collective trusts2022-12-31$-610,980
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$805,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,681,329
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 name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,941,151
Total unrealized appreciation/depreciation of assets2021-12-31$2,941,151
Total income from all sources (including contributions)2021-12-31$8,618,024
Total of all expenses incurred2021-12-31$4,239,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,189,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,166,963
Value of total assets at end of year2021-12-31$54,005,180
Value of total assets at beginning of year2021-12-31$49,626,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,135
Total interest from all sources2021-12-31$22,866
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,282,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,282,727
Administrative expenses professional fees incurred2021-12-31$50,135
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,346,048
Participant contributions at end of year2021-12-31$406,774
Participant contributions at beginning of year2021-12-31$423,660
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$108,074
Other income not declared elsewhere2021-12-31$204,317
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$4,378,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,005,180
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,626,538
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$41,090,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,438,422
Interest on participant loans2021-12-31$22,866
Value of interest in common/collective trusts at end of year2021-12-31$12,508,191
Value of interest in common/collective trusts at beginning of year2021-12-31$10,764,456
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$712,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,189,247
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,494,235
Total unrealized appreciation/depreciation of assets2020-12-31$4,494,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,644,237
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,021,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,974,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,134,407
Value of total assets at end of year2020-12-31$49,626,538
Value of total assets at beginning of year2020-12-31$43,003,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,170
Total interest from all sources2020-12-31$26,104
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,813,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,813,757
Administrative expenses professional fees incurred2020-12-31$47,170
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,281,829
Participant contributions at end of year2020-12-31$423,660
Participant contributions at beginning of year2020-12-31$514,216
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95,689
Other income not declared elsewhere2020-12-31$163,700
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$6,622,691
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,626,538
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,003,847
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$38,438,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,606,361
Interest on participant loans2020-12-31$26,104
Value of interest in common/collective trusts at end of year2020-12-31$10,764,456
Value of interest in common/collective trusts at beginning of year2020-12-31$6,883,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$298,287
Net investment gain or loss from common/collective trusts2020-12-31$-286,253
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$756,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,974,376
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 name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,859,676
Total unrealized appreciation/depreciation of assets2019-12-31$5,859,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,133,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,267,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,221,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,024,556
Value of total assets at end of year2019-12-31$43,003,847
Value of total assets at beginning of year2019-12-31$35,137,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,883
Total interest from all sources2019-12-31$24,509
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,634,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,634,337
Administrative expenses professional fees incurred2019-12-31$45,883
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,263,549
Participant contributions at end of year2019-12-31$514,216
Participant contributions at beginning of year2019-12-31$472,950
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,524
Other income not declared elsewhere2019-12-31$170,761
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$7,865,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,003,847
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,137,858
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$35,606,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,944,876
Interest on participant loans2019-12-31$24,509
Value of interest in common/collective trusts at end of year2019-12-31$6,883,270
Value of interest in common/collective trusts at beginning of year2019-12-31$5,720,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$453,159
Net investment gain or loss from common/collective trusts2019-12-31$-33,859
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$664,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,221,267
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,737,023
Total unrealized appreciation/depreciation of assets2018-12-31$-3,737,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$740,129
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,708,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,640,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,080,216
Value of total assets at end of year2018-12-31$35,137,858
Value of total assets at beginning of year2018-12-31$37,105,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,102
Total interest from all sources2018-12-31$22,698
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,215,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,215,946
Administrative expenses professional fees incurred2018-12-31$68,102
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,145,929
Participant contributions at end of year2018-12-31$472,950
Participant contributions at beginning of year2018-12-31$523,611
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$232,565
Other income not declared elsewhere2018-12-31$164,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,968,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,137,858
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,105,915
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$28,944,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,821,745
Interest on participant loans2018-12-31$22,698
Value of interest in common/collective trusts at end of year2018-12-31$5,720,032
Value of interest in common/collective trusts at beginning of year2018-12-31$5,760,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-61,718
Net investment gain or loss from common/collective trusts2018-12-31$55,221
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$701,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,640,084
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,565,988
Total unrealized appreciation/depreciation of assets2017-12-31$3,565,988
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,490,977
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,303,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,211,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,885,978
Value of total assets at end of year2017-12-31$37,105,915
Value of total assets at beginning of year2017-12-31$31,918,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,704
Total interest from all sources2017-12-31$24,146
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,507,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,507,411
Administrative expenses professional fees incurred2017-12-31$92,704
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,091,443
Participant contributions at end of year2017-12-31$523,611
Participant contributions at beginning of year2017-12-31$563,866
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$137,386
Other income not declared elsewhere2017-12-31$114,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,187,133
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,105,915
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,918,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,821,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,721,996
Interest on participant loans2017-12-31$24,146
Value of interest in common/collective trusts at end of year2017-12-31$5,760,559
Value of interest in common/collective trusts at beginning of year2017-12-31$5,632,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$377,414
Net investment gain or loss from common/collective trusts2017-12-31$15,859
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$657,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,211,140
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,031,083
Total unrealized appreciation/depreciation of assets2016-12-31$1,031,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,901,472
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,973,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,961,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,833,174
Value of total assets at end of year2016-12-31$31,918,782
Value of total assets at beginning of year2016-12-31$29,991,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,409
Total interest from all sources2016-12-31$26,803
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$947,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$947,954
Administrative expenses professional fees incurred2016-12-31$12,409
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,079,937
Participant contributions at end of year2016-12-31$563,866
Participant contributions at beginning of year2016-12-31$585,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$552
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$1,927,600
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,918,782
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,991,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,721,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,515,062
Interest on participant loans2016-12-31$26,803
Value of interest in common/collective trusts at end of year2016-12-31$5,632,920
Value of interest in common/collective trusts at beginning of year2016-12-31$5,890,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$48,433
Net investment gain or loss from common/collective trusts2016-12-31$14,025
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$752,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,961,463
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,200,952
Total unrealized appreciation/depreciation of assets2015-12-31$-1,200,952
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$2,070,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,156,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,156,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,864,216
Value of total assets at end of year2015-12-31$29,991,182
Value of total assets at beginning of year2015-12-31$30,077,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$22,878
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,396,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,396,937
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,047,776
Participant contributions at end of year2015-12-31$585,765
Participant contributions at beginning of year2015-12-31$542,808
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-86,185
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,991,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,077,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,515,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,196,383
Interest on participant loans2015-12-31$22,878
Value of interest in common/collective trusts at end of year2015-12-31$5,890,355
Value of interest in common/collective trusts at beginning of year2015-12-31$5,338,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,133
Net investment gain or loss from common/collective trusts2015-12-31$-2,739
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$784,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,156,392
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$407,838
Total unrealized appreciation/depreciation of assets2014-12-31$407,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,264,803
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,292,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,286,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,491,631
Value of total assets at end of year2014-12-31$30,077,367
Value of total assets at beginning of year2014-12-31$29,105,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,983
Total interest from all sources2014-12-31$23,879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,180,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,180,222
Administrative expenses professional fees incurred2014-12-31$5,983
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,087,793
Participant contributions at end of year2014-12-31$542,808
Participant contributions at beginning of year2014-12-31$628,386
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,631,799
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$971,834
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,077,367
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,105,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,196,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,189,542
Interest on participant loans2014-12-31$23,879
Value of interest in common/collective trusts at end of year2014-12-31$5,338,176
Value of interest in common/collective trusts at beginning of year2014-12-31$5,287,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$202,838
Net investment gain or loss from common/collective trusts2014-12-31$-41,605
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$772,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,286,986
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : THE BALTIMORE LIFE 401K BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,134,964
Total unrealized appreciation/depreciation of assets2013-12-31$3,134,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,522,957
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,932,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,908,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,999,880
Value of total assets at end of year2013-12-31$29,105,533
Value of total assets at beginning of year2013-12-31$25,515,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,827
Total interest from all sources2013-12-31$22,676
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$821,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$821,824
Administrative expenses professional fees incurred2013-12-31$23,827
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,146,756
Participant contributions at end of year2013-12-31$628,386
Participant contributions at beginning of year2013-12-31$571,415
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$3,590,220
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,105,533
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,515,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,189,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,288,688
Interest on participant loans2013-12-31$22,676
Value of interest in common/collective trusts at end of year2013-12-31$5,287,605
Value of interest in common/collective trusts at beginning of year2013-12-31$4,655,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$584,451
Net investment gain or loss from common/collective trusts2013-12-31$-40,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$853,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,908,910
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : THE BALTIMORE LIFE 401K BENEFIT 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,636,339
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,171,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,147,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,785,386
Value of total assets at end of year2012-12-31$25,515,313
Value of total assets at beginning of year2012-12-31$23,050,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,873
Total interest from all sources2012-12-31$23,967
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
Administrative expenses professional fees incurred2012-12-31$23,873
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,027,835
Participant contributions at end of year2012-12-31$571,415
Participant contributions at beginning of year2012-12-31$475,315
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$2,464,723
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,515,313
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,050,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,288,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,342,586
Value of interest in common/collective trusts at end of year2012-12-31$4,655,210
Value of interest in common/collective trusts at beginning of year2012-12-31$4,232,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,938,666
Net investment gain or loss from common/collective trusts2012-12-31$-111,680
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$757,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,147,743
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : THE BALTIMORE LIFE 401K BENEFIT 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$0
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$1,672,623
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,370,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,346,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,733,604
Value of total assets at end of year2011-12-31$23,050,590
Value of total assets at beginning of year2011-12-31$22,748,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,938
Total interest from all sources2011-12-31$24,232
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$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$963,840
Participant contributions at end of year2011-12-31$475,315
Participant contributions at beginning of year2011-12-31$543,192
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$32,244
Administrative expenses (other) incurred2011-12-31$23,938
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$302,513
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,050,590
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,748,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,342,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,274,070
Interest on participant loans2011-12-31$24,232
Value of interest in common/collective trusts at end of year2011-12-31$4,232,689
Value of interest in common/collective trusts at beginning of year2011-12-31$1,930,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-167,487
Net investment gain or loss from common/collective trusts2011-12-31$82,274
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$737,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,346,172
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31REZNICK GROUP, PC
Accountancy firm EIN2011-12-31521088612
2010 : THE BALTIMORE LIFE 401K BENEFIT 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$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$4,429,163
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,148,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,120,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,795,071
Value of total assets at end of year2010-12-31$22,748,077
Value of total assets at beginning of year2010-12-31$19,467,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,309
Total interest from all sources2010-12-31$29,866
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$416,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$416,464
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$995,935
Participant contributions at end of year2010-12-31$543,192
Participant contributions at beginning of year2010-12-31$527,288
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$36,566
Administrative expenses (other) incurred2010-12-31$28,309
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$3,280,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,748,077
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,467,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,274,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,105,792
Interest on participant loans2010-12-31$29,866
Value of interest in common/collective trusts at end of year2010-12-31$1,930,815
Value of interest in common/collective trusts at beginning of year2010-12-31$1,834,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,118,087
Net investment gain or loss from common/collective trusts2010-12-31$69,675
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$762,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,120,659
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31REZNICK GROUP, PC
Accountancy firm EIN2010-12-31521088612

Form 5500 Responses for THE BALTIMORE LIFE 401K BENEFIT PLAN

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

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