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SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameSAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 001

SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAFT AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFT AMERICA, INC.
Employer identification number (EIN):582209171
NAIC Classification:335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY S SIMMONS JEFFREY S SIMMONS2018-10-12
0012016-01-01JEFF SIMMONS
0012015-01-01JEFFREY SIMMONS
0012014-01-01JEFF SIMMONS
0012013-01-01JEFF SIMMONS
0012012-01-01JEFF SIMMONS
0012011-01-01JEFF SIMMONS
0012010-01-01JEFF SIMMONS
0012009-01-01JEFF SIMMONS

Plan Statistics for SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,101
Total number of active participants reported on line 7a of the Form 55002022-01-01803
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01353
Total of all active and inactive participants2022-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,172
Number of participants with account balances2022-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,107
Total number of active participants reported on line 7a of the Form 55002021-01-01743
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01341
Total of all active and inactive participants2021-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,101
Number of participants with account balances2021-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,200
Total number of active participants reported on line 7a of the Form 55002020-01-01702
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01390
Total of all active and inactive participants2020-01-011,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,107
Number of participants with account balances2020-01-011,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,268
Total number of active participants reported on line 7a of the Form 55002019-01-01824
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-01361
Total of all active and inactive participants2019-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,200
Number of participants with account balances2019-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0157
2018: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,278
Total number of active participants reported on line 7a of the Form 55002018-01-01971
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01284
Total of all active and inactive participants2018-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,268
Number of participants with account balances2018-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,276
Total number of active participants reported on line 7a of the Form 55002017-01-01946
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01321
Total of all active and inactive participants2017-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,278
Number of participants with account balances2017-01-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,140
Total number of active participants reported on line 7a of the Form 55002016-01-01962
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01306
Total of all active and inactive participants2016-01-011,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,276
Number of participants with account balances2016-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,126
Total number of active participants reported on line 7a of the Form 55002015-01-01874
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01260
Total of all active and inactive participants2015-01-011,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,140
Number of participants with account balances2015-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01971
Total number of active participants reported on line 7a of the Form 55002014-01-01883
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01231
Total of all active and inactive participants2014-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,119
Number of participants with account balances2014-01-011,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01925
Total number of active participants reported on line 7a of the Form 55002013-01-01780
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01971
Number of participants with account balances2013-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01895
Total number of active participants reported on line 7a of the Form 55002012-01-01760
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01159
Total of all active and inactive participants2012-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01925
Number of participants with account balances2012-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01870
Total number of active participants reported on line 7a of the Form 55002011-01-01744
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01148
Total of all active and inactive participants2011-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01895
Number of participants with account balances2011-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01833
Total number of active participants reported on line 7a of the Form 55002010-01-01722
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01147
Total of all active and inactive participants2010-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01870
Number of participants with account balances2010-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01852
Total number of active participants reported on line 7a of the Form 55002009-01-01675
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01157
Total of all active and inactive participants2009-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01833
Number of participants with account balances2009-01-01833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,619,876
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,445,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,155,026
Value of total corrective distributions2022-12-31$1,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,667,027
Value of total assets at end of year2022-12-31$133,814,535
Value of total assets at beginning of year2022-12-31$153,879,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$289,095
Total interest from all sources2022-12-31$1,714,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$893,830
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$893,830
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$5,918,258
Participant contributions at end of year2022-12-31$1,701,233
Participant contributions at beginning of year2022-12-31$1,911,089
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$329,663
Other income not declared elsewhere2022-12-31$31,181
Administrative expenses (other) incurred2022-12-31$2,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,065,024
Value of net assets at end of year (total assets less liabilities)2022-12-31$133,814,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$153,879,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$120,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,546,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$87,137,117
Value of interest in pooled separate accounts at end of year2022-12-31$4,180,451
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,953,084
Interest on participant loans2022-12-31$90,778
Interest earned on other investments2022-12-31$1,623,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$53,386,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$54,878,269
Net investment gain/loss from pooled separate accounts2022-12-31$-1,786,361
Net gain/loss from 103.12 investment entities2022-12-31$-19,140,083
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$4,419,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,155,026
Contract administrator fees2022-12-31$167,015
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,051,362
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,536,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,271,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,395,171
Value of total assets at end of year2021-12-31$153,879,559
Value of total assets at beginning of year2021-12-31$140,364,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$264,936
Total interest from all sources2021-12-31$1,622,947
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$906,444
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$906,444
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,175,549
Participant contributions at end of year2021-12-31$1,911,089
Participant contributions at beginning of year2021-12-31$2,208,840
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$714,070
Other income not declared elsewhere2021-12-31$62,256
Administrative expenses (other) incurred2021-12-31$264,936
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$13,515,313
Value of net assets at end of year (total assets less liabilities)2021-12-31$153,879,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$140,364,246
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$87,137,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$79,382,295
Value of interest in pooled separate accounts at end of year2021-12-31$9,953,084
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,489,477
Interest on participant loans2021-12-31$103,222
Interest earned on other investments2021-12-31$1,519,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$54,878,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$50,283,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,364,442
Net investment gain/loss from pooled separate accounts2021-12-31$1,700,102
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$3,505,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,271,113
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$28,885,034
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,423,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,179,737
Expenses. Certain deemed distributions of participant loans2020-12-31$-2,518
Value of total corrective distributions2020-12-31$765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,679,053
Value of total assets at end of year2020-12-31$140,364,246
Value of total assets at beginning of year2020-12-31$127,903,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$245,892
Total interest from all sources2020-12-31$1,474,535
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$884,555
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$884,555
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,473,526
Participant contributions at end of year2020-12-31$2,208,840
Participant contributions at beginning of year2020-12-31$2,244,706
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$354,121
Other income not declared elsewhere2020-12-31$70,669
Administrative expenses (other) incurred2020-12-31$245,892
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$12,461,158
Value of net assets at end of year (total assets less liabilities)2020-12-31$140,364,246
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$127,903,088
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$79,382,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,814,454
Value of interest in pooled separate accounts at end of year2020-12-31$8,489,477
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,633,254
Interest on participant loans2020-12-31$120,335
Interest earned on other investments2020-12-31$1,354,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$50,283,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$43,210,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$16,078,449
Net investment gain/loss from pooled separate accounts2020-12-31$697,773
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$3,851,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,179,737
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2020-12-31560747981
2019 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$29,422,833
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,387,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,119,000
Expenses. Certain deemed distributions of participant loans2019-12-31$-1,496
Value of total corrective distributions2019-12-31$17,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,403,114
Value of total assets at end of year2019-12-31$127,903,088
Value of total assets at beginning of year2019-12-31$108,867,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,398
Total interest from all sources2019-12-31$1,358,165
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$854,201
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$854,201
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,673,718
Participant contributions at end of year2019-12-31$2,244,706
Participant contributions at beginning of year2019-12-31$2,439,702
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$712,706
Other income not declared elsewhere2019-12-31$119,027
Administrative expenses (other) incurred2019-12-31$252,398
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$19,035,221
Value of net assets at end of year (total assets less liabilities)2019-12-31$127,903,088
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,867,867
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$76,814,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,654,450
Value of interest in pooled separate accounts at end of year2019-12-31$5,633,254
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,849,447
Interest on participant loans2019-12-31$121,641
Interest earned on other investments2019-12-31$1,236,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$43,210,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$39,924,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,458,085
Net investment gain/loss from pooled separate accounts2019-12-31$1,230,241
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$4,016,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,119,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2019-12-31560747981
2018 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$6,772,765
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,418,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,230,248
Expenses. Certain deemed distributions of participant loans2018-12-31$-1,432
Value of total corrective distributions2018-12-31$13,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,374,614
Value of total assets at end of year2018-12-31$108,867,867
Value of total assets at beginning of year2018-12-31$114,513,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$175,676
Total interest from all sources2018-12-31$1,352,308
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$830,428
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$830,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,575,942
Participant contributions at end of year2018-12-31$2,439,702
Participant contributions at beginning of year2018-12-31$2,587,079
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$912,756
Other income not declared elsewhere2018-12-31$125,549
Administrative expenses (other) incurred2018-12-31$175,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,645,683
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,867,867
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$114,513,550
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$61,654,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,059,081
Value of interest in pooled separate accounts at end of year2018-12-31$4,849,447
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,048,955
Interest on participant loans2018-12-31$122,490
Interest earned on other investments2018-12-31$1,229,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$39,924,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$40,818,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,619,265
Net investment gain/loss from pooled separate accounts2018-12-31$-290,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,885,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,230,248
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2018-12-31560747981
2017 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$23,946,792
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,007,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,788,557
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,376
Value of total corrective distributions2017-12-31$65,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,988,135
Value of total assets at end of year2017-12-31$114,513,550
Value of total assets at beginning of year2017-12-31$97,574,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$155,042
Total interest from all sources2017-12-31$1,276,559
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$698,170
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$698,170
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,937,883
Participant contributions at end of year2017-12-31$2,587,079
Participant contributions at beginning of year2017-12-31$2,181,655
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$510,730
Other income not declared elsewhere2017-12-31$118,620
Administrative expenses (other) incurred2017-12-31$155,042
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$16,939,448
Value of net assets at end of year (total assets less liabilities)2017-12-31$114,513,550
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,574,102
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$66,059,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,208,938
Value of interest in pooled separate accounts at end of year2017-12-31$5,048,955
Value of interest in pooled separate accounts at beginning of year2017-12-31$556,332
Interest on participant loans2017-12-31$112,098
Interest earned on other investments2017-12-31$1,164,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$40,818,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,627,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,260,789
Net investment gain/loss from pooled separate accounts2017-12-31$604,519
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$3,539,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,788,557
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2017-12-31560747981
2016 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$13,555,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,844,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,636,027
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,322
Value of total corrective distributions2016-12-31$70,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,555,271
Value of total assets at end of year2016-12-31$97,574,102
Value of total assets at beginning of year2016-12-31$92,862,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$138,851
Total interest from all sources2016-12-31$1,172,955
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$698,202
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$698,202
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,506,391
Participant contributions at end of year2016-12-31$2,181,655
Participant contributions at beginning of year2016-12-31$2,186,045
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$965,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$117,185
Administrative expenses (other) incurred2016-12-31$138,851
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$4,711,437
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,574,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$92,862,665
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$57,208,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,779,691
Value of interest in pooled separate accounts at end of year2016-12-31$556,332
Value of interest in pooled separate accounts at beginning of year2016-12-31$520,000
Interest on participant loans2016-12-31$93,649
Interest earned on other investments2016-12-31$1,079,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,627,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,376,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,977,334
Net investment gain/loss from pooled separate accounts2016-12-31$34,853
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$3,083,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,636,027
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2016-12-31560747981
2015 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,761
Total income from all sources (including contributions)2015-12-31$9,500,975
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,043,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,907,387
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,194
Value of total corrective distributions2015-12-31$33,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,898,721
Value of total assets at end of year2015-12-31$92,862,665
Value of total assets at beginning of year2015-12-31$89,441,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$103,373
Total interest from all sources2015-12-31$1,072,458
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$772,937
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$772,937
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,480,199
Participant contributions at end of year2015-12-31$2,186,045
Participant contributions at beginning of year2015-12-31$2,092,921
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$398,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$36,761
Other income not declared elsewhere2015-12-31$140,241
Administrative expenses (other) incurred2015-12-31$103,373
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$3,457,756
Value of net assets at end of year (total assets less liabilities)2015-12-31$92,862,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,404,909
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$54,779,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$55,893,944
Value of interest in pooled separate accounts at end of year2015-12-31$520,000
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$90,968
Interest earned on other investments2015-12-31$981,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,376,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,454,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-375,718
Net investment gain/loss from pooled separate accounts2015-12-31$-7,664
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$3,020,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,907,387
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2015-12-31560747981
2014 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,761
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$13,044,454
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,630,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,365,502
Expenses. Certain deemed distributions of participant loans2014-12-31$87,558
Value of total corrective distributions2014-12-31$36,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,216,732
Value of total assets at end of year2014-12-31$89,441,670
Value of total assets at beginning of year2014-12-31$81,991,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$140,862
Total interest from all sources2014-12-31$988,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$703,197
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$703,197
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,215,215
Participant contributions at end of year2014-12-31$2,092,921
Participant contributions at beginning of year2014-12-31$1,964,624
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$808,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$36,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$119,243
Administrative expenses (other) incurred2014-12-31$140,862
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$7,413,771
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,404,909
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,991,138
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$55,893,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$50,473,785
Interest on participant loans2014-12-31$84,609
Interest earned on other investments2014-12-31$903,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,454,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,552,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,017,115
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$3,193,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,365,502
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALDAY, WRIGHT & GILES P.C.
Accountancy firm EIN2014-12-31581697066
2013 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$17,621,596
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,872,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,743,187
Expenses. Certain deemed distributions of participant loans2013-12-31$10,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,134,316
Value of total assets at end of year2013-12-31$81,991,138
Value of total assets at beginning of year2013-12-31$71,241,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,686
Total interest from all sources2013-12-31$919,338
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$666,036
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$666,036
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,660,996
Participant contributions at end of year2013-12-31$1,964,624
Participant contributions at beginning of year2013-12-31$2,130,647
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$727,096
Other income not declared elsewhere2013-12-31$106,949
Administrative expenses (other) incurred2013-12-31$118,686
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$10,749,234
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,991,138
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$71,241,904
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$50,473,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,131,069
Interest on participant loans2013-12-31$90,514
Interest earned on other investments2013-12-31$828,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,552,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,980,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,794,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,746,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,743,187
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALDAY, WRIGHT & GILES P.C.
Accountancy firm EIN2013-12-31581697066
2012 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$12,419,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,955,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,837,139
Expenses. Certain deemed distributions of participant loans2012-12-31$7,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,411,644
Value of total assets at end of year2012-12-31$71,241,904
Value of total assets at beginning of year2012-12-31$63,778,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$111,145
Total interest from all sources2012-12-31$926,837
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$723,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$723,571
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,560,839
Participant contributions at end of year2012-12-31$2,130,647
Participant contributions at beginning of year2012-12-31$2,014,807
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$203,908
Other income not declared elsewhere2012-12-31$96,611
Administrative expenses (other) incurred2012-12-31$111,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,463,659
Value of net assets at end of year (total assets less liabilities)2012-12-31$71,241,904
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$63,778,245
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$40,131,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,003,150
Interest on participant loans2012-12-31$89,471
Interest earned on other investments2012-12-31$837,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,980,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,760,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,260,849
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$2,646,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,837,139
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 plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALDAY, WRIGHT & GILES P.C.
Accountancy firm EIN2012-12-31581697066
2011 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$6,244,287
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,913,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,900,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,877,362
Value of total assets at end of year2011-12-31$63,778,245
Value of total assets at beginning of year2011-12-31$60,447,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,455
Total interest from all sources2011-12-31$1,542,743
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,245,655
Participant contributions at end of year2011-12-31$2,014,807
Participant contributions at beginning of year2011-12-31$1,936,733
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$199,295
Administrative expenses (other) incurred2011-12-31$13,455
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$3,330,520
Value of net assets at end of year (total assets less liabilities)2011-12-31$63,778,245
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$60,447,725
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$35,003,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,330,620
Interest on participant loans2011-12-31$98,801
Interest earned on other investments2011-12-31$1,443,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,760,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,180,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,175,818
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$2,432,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,900,312
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 plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALDAY, WRIGHT & GILES P.C.
Accountancy firm EIN2011-12-31581697066
2010 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$10,549,041
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,504,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,455,377
Expenses. Certain deemed distributions of participant loans2010-12-31$34,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,330,606
Value of total assets at end of year2010-12-31$60,447,725
Value of total assets at beginning of year2010-12-31$52,403,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,362
Total interest from all sources2010-12-31$1,363,717
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,046,492
Participant contributions at end of year2010-12-31$1,936,733
Participant contributions at beginning of year2010-12-31$1,608,679
Administrative expenses (other) incurred2010-12-31$14,362
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$8,044,615
Value of net assets at end of year (total assets less liabilities)2010-12-31$60,447,725
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,403,110
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$36,330,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,565,963
Interest on participant loans2010-12-31$110,909
Interest earned on other investments2010-12-31$1,252,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,180,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,228,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,854,718
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$2,284,114
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,455,377
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALDAY, WRIGHT & GILES P.C.
Accountancy firm EIN2010-12-31581697066
2009 : SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN

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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1172
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1101
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered1119
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered971
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered925
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered895
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,412
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number007635
Policy instance 1
Insurance contract or identification number007635
Number of Individuals Covered870
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,985
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees30985
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA

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