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DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameDUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

DUPRE INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DUPRE INVESTMENTS, INC.
Employer identification number (EIN):721088545
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAOUL SICLAIT
0012016-01-01RAOUL SICLAIT RAOUL SICLAIT2017-08-31
0012015-01-01DOUGLAS W PLACE
0012014-01-01DOUG PLACE
0012013-01-01DOUGLAS W. PLACE DOUGLAS W. PLACE2014-09-29
0012012-01-01DOUGLAS PLACE DOUGLAS PLACE2013-08-16
0012011-01-01DOUGLAS W. PLACE
0012009-01-01DOUGLAS W PLACE

Plan Statistics for DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,347
Total number of active participants reported on line 7a of the Form 55002022-01-011,183
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-011,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,339
Number of participants with account balances2022-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,276
Total number of active participants reported on line 7a of the Form 55002021-01-011,164
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01154
Total of all active and inactive participants2021-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,325
Number of participants with account balances2021-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,434
Total number of active participants reported on line 7a of the Form 55002020-01-011,104
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,262
Number of participants with account balances2020-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,384
Total number of active participants reported on line 7a of the Form 55002019-01-011,272
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-011,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,426
Number of participants with account balances2019-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,365
Total number of active participants reported on line 7a of the Form 55002018-01-011,215
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01133
Total of all active and inactive participants2018-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,354
Number of participants with account balances2018-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,325
Total number of active participants reported on line 7a of the Form 55002017-01-011,184
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,326
Number of participants with account balances2017-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,151
Total number of active participants reported on line 7a of the Form 55002016-01-011,165
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01137
Total of all active and inactive participants2016-01-011,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,304
Number of participants with account balances2016-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,070
Total number of active participants reported on line 7a of the Form 55002015-01-01908
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01122
Total of all active and inactive participants2015-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,032
Number of participants with account balances2015-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,059
Total number of active participants reported on line 7a of the Form 55002014-01-01845
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01958
Number of participants with account balances2014-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01954
Total number of active participants reported on line 7a of the Form 55002013-01-01826
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01935
Number of participants with account balances2013-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01879
Total number of active participants reported on line 7a of the Form 55002012-01-01755
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01829
Number of participants with account balances2012-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01824
Total number of active participants reported on line 7a of the Form 55002011-01-01722
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01796
Number of participants with account balances2011-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01759
Total number of active participants reported on line 7a of the Form 55002009-01-01664
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01744
Number of participants with account balances2009-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,817,187
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,088,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,053,083
Expenses. Certain deemed distributions of participant loans2022-12-31$8,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,241,334
Value of total assets at end of year2022-12-31$28,563,837
Value of total assets at beginning of year2022-12-31$33,469,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,203
Total interest from all sources2022-12-31$146,666
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$650,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,650,531
Participant contributions at end of year2022-12-31$892,647
Participant contributions at beginning of year2022-12-31$961,114
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$33,705
Other income not declared elsewhere2022-12-31$14,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,905,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,563,837
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,469,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$21,485,570
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,411,764
Interest on participant loans2022-12-31$20,786
Interest earned on other investments2022-12-31$125,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,185,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,096,521
Net investment gain/loss from pooled separate accounts2022-12-31$-5,219,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$557,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,053,083
Contract administrator fees2022-12-31$27,203
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KOLDER, SLAVEN, & CO., LLC
Accountancy firm EIN2022-12-31721369868
2021 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,944,011
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,913,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,877,211
Expenses. Certain deemed distributions of participant loans2021-12-31$4,543
Value of total corrective distributions2021-12-31$3,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,727,408
Value of total assets at end of year2021-12-31$33,469,399
Value of total assets at beginning of year2021-12-31$29,439,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,659
Total interest from all sources2021-12-31$150,842
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$650,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,238,343
Participant contributions at end of year2021-12-31$961,114
Participant contributions at beginning of year2021-12-31$1,075,066
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$115,660
Other income not declared elsewhere2021-12-31$14,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,030,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,469,399
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,439,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$26,411,764
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,884,440
Interest on participant loans2021-12-31$26,046
Interest earned on other investments2021-12-31$124,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,096,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,479,523
Net investment gain/loss from pooled separate accounts2021-12-31$4,051,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$373,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,877,211
Contract administrator fees2021-12-31$28,659
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KOLDER, SLAVEN, & CO., LLC
Accountancy firm EIN2021-12-31721369868
2020 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,425,504
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,325,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,249,888
Expenses. Certain deemed distributions of participant loans2020-12-31$25,127
Value of total corrective distributions2020-12-31$17,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,885,271
Value of total assets at end of year2020-12-31$29,439,029
Value of total assets at beginning of year2020-12-31$26,338,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,243
Total interest from all sources2020-12-31$161,385
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$650,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,481,903
Participant contributions at end of year2020-12-31$1,075,066
Participant contributions at beginning of year2020-12-31$1,111,702
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$186,893
Other income not declared elsewhere2020-12-31$16,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,100,465
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,439,029
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,338,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$22,884,440
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,875,794
Interest on participant loans2020-12-31$29,821
Interest earned on other investments2020-12-31$131,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,479,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,351,068
Net investment gain/loss from pooled separate accounts2020-12-31$3,362,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$216,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,249,888
Contract administrator fees2020-12-31$32,243
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KOLDER, SLAVEN, & CO., LLC
Accountancy firm EIN2020-12-31721369868
2019 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,653,661
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,998,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,940,218
Expenses. Certain deemed distributions of participant loans2019-12-31$15,924
Value of total corrective distributions2019-12-31$9,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,468,015
Value of total assets at end of year2019-12-31$26,338,564
Value of total assets at beginning of year2019-12-31$20,683,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,525
Total interest from all sources2019-12-31$160,349
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$650,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,542,921
Participant contributions at end of year2019-12-31$1,111,702
Participant contributions at beginning of year2019-12-31$1,129,974
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$299,319
Other income not declared elsewhere2019-12-31$17,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,655,404
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,338,564
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,683,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$19,875,794
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,739,898
Interest on participant loans2019-12-31$31,191
Interest earned on other investments2019-12-31$129,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,351,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,813,288
Net investment gain/loss from pooled separate accounts2019-12-31$4,007,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$625,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,940,218
Contract administrator fees2019-12-31$32,525
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KOLDER, SLAVEN, & CO., LLC
Accountancy firm EIN2019-12-31721369868
2018 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,056,356
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,935,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,853,983
Expenses. Certain deemed distributions of participant loans2018-12-31$31,042
Value of total corrective distributions2018-12-31$19,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,015,688
Value of total assets at end of year2018-12-31$20,683,160
Value of total assets at beginning of year2018-12-31$20,562,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,519
Total interest from all sources2018-12-31$137,377
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$650,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,281,511
Participant contributions at end of year2018-12-31$1,129,974
Participant contributions at beginning of year2018-12-31$1,094,466
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$122,116
Other income not declared elsewhere2018-12-31$15,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$120,627
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,683,160
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,562,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,739,898
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,236,544
Interest on participant loans2018-12-31$26,774
Interest earned on other investments2018-12-31$110,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,813,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,231,523
Net investment gain/loss from pooled separate accounts2018-12-31$-1,112,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$612,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,853,983
Contract administrator fees2018-12-31$31,519
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KOLDER, SLAVEN, & CO., LLC
Accountancy firm EIN2018-12-31721369868
2017 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,292,579
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,463,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,397,881
Expenses. Certain deemed distributions of participant loans2017-12-31$38,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,814,514
Value of total assets at end of year2017-12-31$20,562,533
Value of total assets at beginning of year2017-12-31$17,732,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,627
Total interest from all sources2017-12-31$125,122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$550,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,025,572
Participant contributions at end of year2017-12-31$1,094,466
Participant contributions at beginning of year2017-12-31$926,312
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$209,624
Other income not declared elsewhere2017-12-31$15,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,829,545
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,562,533
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,732,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,236,544
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,969,097
Interest on participant loans2017-12-31$24,561
Interest earned on other investments2017-12-31$100,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,231,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,837,579
Net investment gain/loss from pooled separate accounts2017-12-31$2,337,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$579,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,397,881
Contract administrator fees2017-12-31$26,627
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KOLDER, SLAVEN & CO.
Accountancy firm EIN2017-12-31721369868
2016 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,885,879
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,721,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,686,482
Expenses. Certain deemed distributions of participant loans2016-12-31$10,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,604,052
Value of total assets at end of year2016-12-31$17,732,988
Value of total assets at beginning of year2016-12-31$16,569,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,553
Total interest from all sources2016-12-31$120,501
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$550,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,691,600
Participant contributions at end of year2016-12-31$926,312
Participant contributions at beginning of year2016-12-31$775,437
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$345,443
Other income not declared elsewhere2016-12-31$12,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,163,906
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,732,988
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,569,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$12,969,097
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,007,506
Interest on participant loans2016-12-31$22,656
Interest earned on other investments2016-12-31$97,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,837,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,786,139
Net investment gain/loss from pooled separate accounts2016-12-31$1,148,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$567,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,686,482
Contract administrator fees2016-12-31$24,553
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KOLDER, CHAMPAGNE, SLAVEN & CO.
Accountancy firm EIN2016-12-31721369868
2015 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,260,888
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,639,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,575,090
Expenses. Certain deemed distributions of participant loans2015-12-31$38,405
Value of total corrective distributions2015-12-31$1,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,393,062
Value of total assets at end of year2015-12-31$16,569,082
Value of total assets at beginning of year2015-12-31$15,947,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,091
Total interest from all sources2015-12-31$114,597
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$550,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,677,513
Participant contributions at end of year2015-12-31$775,437
Participant contributions at beginning of year2015-12-31$775,605
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,973
Other income not declared elsewhere2015-12-31$13,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$621,432
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,569,082
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,947,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$12,007,506
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,647,353
Interest on participant loans2015-12-31$19,795
Interest earned on other investments2015-12-31$94,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,786,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,524,692
Net investment gain/loss from pooled separate accounts2015-12-31$-259,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$577,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,575,090
Contract administrator fees2015-12-31$24,091
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KOLDER, CHAMPAGNE, SLAVEN, & CO.
Accountancy firm EIN2015-12-31721369868
2014 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,302,102
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,624,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,531,795
Expenses. Certain deemed distributions of participant loans2014-12-31$38,092
Value of total corrective distributions2014-12-31$28,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,288,650
Value of total assets at end of year2014-12-31$15,947,650
Value of total assets at beginning of year2014-12-31$14,270,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,341
Total interest from all sources2014-12-31$101,213
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$650,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,579,296
Participant contributions at end of year2014-12-31$775,605
Participant contributions at beginning of year2014-12-31$744,152
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$144,450
Other income not declared elsewhere2014-12-31$14,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,677,425
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,947,650
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,270,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$11,647,353
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,569,442
Interest on participant loans2014-12-31$18,740
Interest earned on other investments2014-12-31$82,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,524,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,956,631
Net investment gain/loss from pooled separate accounts2014-12-31$898,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$564,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,531,795
Contract administrator fees2014-12-31$26,341
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KOLDER, CHAMPAGNE, SLAVEN, & CO.
Accountancy firm EIN2014-12-31721369868
2013 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,284,912
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,145,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,077,740
Expenses. Certain deemed distributions of participant loans2013-12-31$14,401
Value of total corrective distributions2013-12-31$28,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,062,471
Value of total assets at end of year2013-12-31$14,270,225
Value of total assets at beginning of year2013-12-31$11,130,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,336
Total interest from all sources2013-12-31$84,311
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,455,955
Participant contributions at end of year2013-12-31$744,152
Participant contributions at beginning of year2013-12-31$590,338
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,539
Other income not declared elsewhere2013-12-31$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,139,689
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,270,225
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,130,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$10,569,442
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,342,829
Interest on participant loans2013-12-31$18,858
Interest earned on other investments2013-12-31$65,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,956,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,197,369
Net investment gain/loss from pooled separate accounts2013-12-31$2,123,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$568,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,077,740
Contract administrator fees2013-12-31$24,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KOLDER, CHAMPAGNE, SLAVEN, & CO.
Accountancy firm EIN2013-12-31721369868
2012 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,156,971
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$703,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$622,893
Expenses. Certain deemed distributions of participant loans2012-12-31$34,223
Value of total corrective distributions2012-12-31$25,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,009,436
Value of total assets at end of year2012-12-31$11,130,536
Value of total assets at beginning of year2012-12-31$8,676,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,347
Total interest from all sources2012-12-31$80,898
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$550,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,393,881
Participant contributions at end of year2012-12-31$590,338
Participant contributions at beginning of year2012-12-31$527,218
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,773
Other income not declared elsewhere2012-12-31$14,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,453,805
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,130,536
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,676,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,342,829
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,504,046
Interest on participant loans2012-12-31$22,195
Interest earned on other investments2012-12-31$58,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,197,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,645,467
Net investment gain/loss from pooled separate accounts2012-12-31$1,052,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$541,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$622,893
Contract administrator fees2012-12-31$20,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KOLDER, CHAMPAGNE, SLAVEN, & CO.
Accountancy firm EIN2012-12-31721369868
2011 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,266,547
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$546,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$476,383
Expenses. Certain deemed distributions of participant loans2011-12-31$22,362
Value of total corrective distributions2011-12-31$29,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,580,950
Value of total assets at end of year2011-12-31$8,676,731
Value of total assets at beginning of year2011-12-31$7,956,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,917
Total interest from all sources2011-12-31$81,781
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$550,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,199,970
Participant contributions at end of year2011-12-31$527,218
Participant contributions at beginning of year2011-12-31$389,925
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,946
Other income not declared elsewhere2011-12-31$11,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$719,933
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,676,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,956,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,504,046
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,308,813
Interest on participant loans2011-12-31$32,318
Interest earned on other investments2011-12-31$49,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,645,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,258,060
Net investment gain/loss from pooled separate accounts2011-12-31$-408,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$358,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$476,383
Contract administrator fees2011-12-31$17,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KOLDER, CHAMPAGNE, SLAVEN & CO.
Accountancy firm EIN2011-12-31721369868
2010 : DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,066,902
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,370,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,318,479
Expenses. Certain deemed distributions of participant loans2010-12-31$4,903
Value of total corrective distributions2010-12-31$30,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,272,131
Value of total assets at end of year2010-12-31$7,956,798
Value of total assets at beginning of year2010-12-31$7,260,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,559
Total interest from all sources2010-12-31$74,433
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$550,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$235,111
Participant contributions at end of year2010-12-31$389,925
Participant contributions at beginning of year2010-12-31$335,137
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,073
Other income not declared elsewhere2010-12-31$12,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$696,562
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,956,798
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,260,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$6,308,813
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,850,070
Interest on participant loans2010-12-31$27,698
Interest earned on other investments2010-12-31$46,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,258,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,075,029
Net investment gain/loss from pooled separate accounts2010-12-31$708,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,033,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,318,479
Contract administrator fees2010-12-31$16,559
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KOLDER, CHAMPANGE, SLAVEN & CO.
Accountancy firm EIN2010-12-31721369868

Form 5500 Responses for DUPRE INVESTMENTS, INC. 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1339
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1325
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1262
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1426
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1354
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number061447-100
Policy instance 1
Insurance contract or identification number061447-100
Number of Individuals Covered1326
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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