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LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameLOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN
Plan identification number 002

LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC.
Employer identification number (EIN):592328289
NAIC Classification:713900

Additional information about LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1982-12-27
Company Identification Number: 766300
Legal Registered Office Address: 1101 W. SLIGH AVE.

TAMPA

33604

More information about LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01ELIZABETH HENNIG ELIZABETH HENNIG2018-03-13
0022015-10-01ELIZABETH HENNIG ELIZABETH HENNIG2017-03-20
0022014-10-01ELIZABETH HENNIG ELIZABETH HENNIG2016-07-12
0022013-10-01ELIZABETH HENNIG ELIZABETH HENNIG2015-07-09
0022012-10-01ELIZABETH HENNIG ELIZABETH HENNIG2014-07-13
0022011-10-01ELIZABETH HENNIG ELIZABETH HENNIG2013-06-25
0022009-10-01ELIZABETH HENNIG ELIZABETH HENNIG2011-07-15

Plan Statistics for LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01438
Total number of active participants reported on line 7a of the Form 55002022-10-01381
Number of retired or separated participants receiving benefits2022-10-014
Number of other retired or separated participants entitled to future benefits2022-10-0164
Total of all active and inactive participants2022-10-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-011
Total participants2022-10-01450
Number of participants with account balances2022-10-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0111
2021: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01380
Total number of active participants reported on line 7a of the Form 55002021-10-01377
Number of retired or separated participants receiving benefits2021-10-012
Number of other retired or separated participants entitled to future benefits2021-10-0159
Total of all active and inactive participants2021-10-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01438
Number of participants with account balances2021-10-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01335
Total number of active participants reported on line 7a of the Form 55002020-10-01340
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-0139
Total of all active and inactive participants2020-10-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01380
Number of participants with account balances2020-10-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0114
2019: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01362
Total number of active participants reported on line 7a of the Form 55002019-10-01333
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0137
Total of all active and inactive participants2019-10-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01370
Number of participants with account balances2019-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01407
Total number of active participants reported on line 7a of the Form 55002018-10-01314
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0135
Total of all active and inactive participants2018-10-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01350
Number of participants with account balances2018-10-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01404
Total number of active participants reported on line 7a of the Form 55002017-10-01335
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0171
Total of all active and inactive participants2017-10-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01407
Number of participants with account balances2017-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01419
Total number of active participants reported on line 7a of the Form 55002016-10-01334
Number of other retired or separated participants entitled to future benefits2016-10-0169
Total of all active and inactive participants2016-10-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-011
Total participants2016-10-01404
Number of participants with account balances2016-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01378
Total number of active participants reported on line 7a of the Form 55002015-10-01371
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0148
Total of all active and inactive participants2015-10-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01419
Number of participants with account balances2015-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01385
Total number of active participants reported on line 7a of the Form 55002014-10-01330
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0148
Total of all active and inactive participants2014-10-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01378
Number of participants with account balances2014-10-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01343
Total number of active participants reported on line 7a of the Form 55002013-10-01345
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0140
Total of all active and inactive participants2013-10-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01385
Number of participants with account balances2013-10-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01303
Total number of active participants reported on line 7a of the Form 55002012-10-01307
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0136
Total of all active and inactive participants2012-10-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01343
Number of participants with account balances2012-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01350
Total number of active participants reported on line 7a of the Form 55002011-10-01264
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0139
Total of all active and inactive participants2011-10-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01303
Number of participants with account balances2011-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01263
Total number of active participants reported on line 7a of the Form 55002009-10-01303
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0137
Total of all active and inactive participants2009-10-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01340
Number of participants with account balances2009-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-09-30$1,338,921
Total of all expenses incurred2023-09-30$154,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$118,605
Expenses. Certain deemed distributions of participant loans2023-09-30$739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$863,780
Value of total assets at end of year2023-09-30$4,633,037
Value of total assets at beginning of year2023-09-30$3,449,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$35,567
Total interest from all sources2023-09-30$9,942
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$137,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$137,568
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$514,527
Participant contributions at end of year2023-09-30$11,027
Participant contributions at beginning of year2023-09-30$27,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$1,184,010
Value of net assets at end of year (total assets less liabilities)2023-09-30$4,633,037
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$3,449,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$4,266,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$3,093,387
Interest on participant loans2023-09-30$934
Interest earned on other investments2023-09-30$9,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-09-30$355,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-09-30$327,919
Expenses. Payments to insurance carriers foe the provision of benefits2023-09-30$35,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$327,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$349,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$82,911
Contract administrator fees2023-09-30$35,567
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2023-09-30431947695
2022 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-09-30$84,418
Total of all expenses incurred2022-09-30$714,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$676,382
Expenses. Certain deemed distributions of participant loans2022-09-30$14,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$750,425
Value of total assets at end of year2022-09-30$3,449,027
Value of total assets at beginning of year2022-09-30$4,079,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$23,257
Total interest from all sources2022-09-30$18,830
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$157,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$157,197
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$461,892
Participant contributions at end of year2022-09-30$27,721
Participant contributions at beginning of year2022-09-30$41,436
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$145,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-630,059
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,449,027
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$4,079,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$3,093,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$3,236,614
Interest on participant loans2022-09-30$866
Interest earned on other investments2022-09-30$17,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$327,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$801,036
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$384,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-842,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$143,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$291,554
Contract administrator fees2022-09-30$23,257
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-09-30431947695
2021 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$1,252,066
Total of all expenses incurred2021-09-30$637,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$619,353
Expenses. Certain deemed distributions of participant loans2021-09-30$4,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$609,646
Value of total assets at end of year2021-09-30$4,079,086
Value of total assets at beginning of year2021-09-30$3,464,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$13,901
Total interest from all sources2021-09-30$24,483
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$15,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$15,534
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$377,725
Participant contributions at end of year2021-09-30$41,436
Participant contributions at beginning of year2021-09-30$61,470
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$14,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$614,732
Value of net assets at end of year (total assets less liabilities)2021-09-30$4,079,086
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,464,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$3,236,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$2,475,925
Interest on participant loans2021-09-30$1,412
Interest earned on other investments2021-09-30$23,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$801,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$926,959
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$151,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$602,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$217,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$467,845
Contract administrator fees2021-09-30$13,901
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-09-30431947695
2020 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$559,975
Total of all expenses incurred2020-09-30$291,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$270,193
Expenses. Certain deemed distributions of participant loans2020-09-30$20,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$316,739
Value of total assets at end of year2020-09-30$3,464,354
Value of total assets at beginning of year2020-09-30$3,195,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$1,105
Total interest from all sources2020-09-30$21,898
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$69
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$69
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$269,839
Participant contributions at end of year2020-09-30$61,470
Participant contributions at beginning of year2020-09-30$95,927
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$46,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$268,510
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,464,354
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,195,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$2,475,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,556,643
Interest on participant loans2020-09-30$2,018
Interest earned on other investments2020-09-30$19,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$926,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$543,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$221,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$270,193
Contract administrator fees2020-09-30$1,105
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-09-30431947695
2019 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$292,221
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$137,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$135,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$275,299
Value of total assets at end of year2019-09-30$3,195,844
Value of total assets at beginning of year2019-09-30$3,041,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,006
Total interest from all sources2019-09-30$17,119
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$260,122
Participant contributions at end of year2019-09-30$95,927
Participant contributions at beginning of year2019-09-30$116,344
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$15,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$154,594
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,195,844
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,041,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$2,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,556,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,416,637
Interest on participant loans2019-09-30$3,203
Interest earned on other investments2019-09-30$13,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$543,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$508,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$135,621
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-09-30431947695
2018 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$503,856
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$229,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$227,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$245,908
Value of total assets at end of year2018-09-30$3,041,250
Value of total assets at beginning of year2018-09-30$2,766,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$1,598
Total interest from all sources2018-09-30$16,705
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$222,179
Participant contributions at end of year2018-09-30$116,343
Participant contributions at beginning of year2018-09-30$108,079
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$23,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$274,528
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,041,250
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,766,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$1,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,416,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,196,200
Interest on participant loans2018-09-30$3,751
Interest earned on other investments2018-09-30$12,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$508,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$462,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$241,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$227,730
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-09-30431947695
2017 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$500,425
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$51,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$50,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$236,287
Value of total assets at end of year2017-09-30$2,766,722
Value of total assets at beginning of year2017-09-30$2,317,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$1,148
Total interest from all sources2017-09-30$15,716
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$228,563
Participant contributions at end of year2017-09-30$108,079
Participant contributions at beginning of year2017-09-30$125,666
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$7,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$449,002
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,766,722
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,317,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$1,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,196,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,758,928
Interest on participant loans2017-09-30$3,880
Interest earned on other investments2017-09-30$11,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$462,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$433,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$248,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$50,275
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-09-30431947695
2016 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$434,182
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$131,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$129,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$246,370
Value of total assets at end of year2016-09-30$2,317,720
Value of total assets at beginning of year2016-09-30$2,015,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,276
Total interest from all sources2016-09-30$15,877
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$233,758
Participant contributions at end of year2016-09-30$125,666
Participant contributions at beginning of year2016-09-30$141,976
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$12,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$302,310
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,317,720
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,015,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$2,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,758,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,484,547
Interest on participant loans2016-09-30$4,666
Interest earned on other investments2016-09-30$11,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$433,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$383,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$171,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30Yes
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Employer contributions (assets) at beginning of year2016-09-30$5,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$129,596
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-09-30431947695
2015 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$292,313
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$40,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$40,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$312,178
Value of total assets at end of year2015-09-30$2,015,410
Value of total assets at beginning of year2015-09-30$1,763,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$671
Total interest from all sources2015-09-30$13,569
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$161,981
Participant contributions at end of year2015-09-30$141,976
Participant contributions at beginning of year2015-09-30$82,618
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$145,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$251,470
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,015,410
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,763,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$671
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,484,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,359,868
Interest on participant loans2015-09-30$3,511
Interest earned on other investments2015-09-30$10,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$383,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$321,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-33,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$5,046
Employer contributions (assets) at end of year2015-09-30$5,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$40,172
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-09-30431947695
2014 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total transfer of assets from this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$356,086
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$344,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$342,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$197,148
Value of total assets at end of year2014-09-30$1,763,940
Value of total assets at beginning of year2014-09-30$1,752,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$2,263
Total interest from all sources2014-09-30$12,812
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$197,148
Participant contributions at end of year2014-09-30$82,618
Participant contributions at beginning of year2014-09-30$93,243
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$11,217
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,763,940
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,752,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$2,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,359,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,309,355
Interest on participant loans2014-09-30$2,789
Interest earned on other investments2014-09-30$10,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$321,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$350,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$146,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$342,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-09-30431947695
2013 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$332,119
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$192,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$192,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$148,236
Value of total assets at end of year2013-09-30$1,752,723
Value of total assets at beginning of year2013-09-30$1,613,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$923
Total interest from all sources2013-09-30$15,455
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$250,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$117,243
Participant contributions at end of year2013-09-30$93,243
Participant contributions at beginning of year2013-09-30$76,338
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$30,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$139,131
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,752,723
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,613,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$923
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,309,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$891,960
Interest on participant loans2013-09-30$3,090
Interest earned on other investments2013-09-30$12,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$350,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$645,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$168,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$192,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-09-30431947695
2012 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$309,613
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$75,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$75,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$123,471
Value of total assets at end of year2012-09-30$1,613,592
Value of total assets at beginning of year2012-09-30$1,379,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$247
Total interest from all sources2012-09-30$19,657
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$250,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$123,471
Participant contributions at end of year2012-09-30$76,338
Participant contributions at beginning of year2012-09-30$79,461
Participant contributions at beginning of year2012-09-30$9,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$233,802
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,613,592
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,379,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$247
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$891,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$746,474
Interest on participant loans2012-09-30$2,702
Interest earned on other investments2012-09-30$16,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$645,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$544,736
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$166,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$75,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MAYER HOFFMAN MCCANN
Accountancy firm EIN2012-09-30431947695
2011 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Expenses. Interest paid2011-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$0
Total income from all sources (including contributions)2011-09-30$201,155
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$77,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$77,670
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$211,960
Value of total assets at end of year2011-09-30$1,379,790
Value of total assets at beginning of year2011-09-30$1,256,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$179
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$18,360
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$250,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$105,658
Participant contributions at end of year2011-09-30$79,461
Participant contributions at beginning of year2011-09-30$110,255
Participant contributions at end of year2011-09-30$9,119
Participant contributions at beginning of year2011-09-30$8,119
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$106,302
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$123,306
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,379,790
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,256,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$179
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$746,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$687,546
Interest on participant loans2011-09-30$3,154
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$15,206
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$544,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$450,564
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-29,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$77,670
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MAYER HOFFMAN MCCANN
Accountancy firm EIN2011-09-30431947695
2010 : LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN

2022: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement - TrustYes
2021: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 2
Insurance contract or identification number58105
Number of Individuals Covered161
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered47
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $113
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 2
Insurance contract or identification number58105
Number of Individuals Covered135
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered48
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $242
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $213
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered69
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $318
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $290
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 2
Insurance contract or identification number58105
Number of Individuals Covered100
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 2
Insurance contract or identification number58105
Number of Individuals Covered64
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered102
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $6,218
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,747
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered108
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $8,164
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,374
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered138
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $7,836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered132
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $6,025
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,427
Insurance broker organization code?3
Insurance broker nameBEHANY LANCASTER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered116
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $6,733
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,937
Insurance broker organization code?3
Insurance broker nameCHRIS BROWN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered105
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,541
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,401
Insurance broker organization code?3
Insurance broker nameCHRIS BROWN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered95
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,026
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $930
Insurance broker organization code?3
Insurance broker nameTODD GUZMAN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered92
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,756
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58105
Policy instance 1
Insurance contract or identification number58105
Number of Individuals Covered96
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $4,749
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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