Logo

CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 401k Plan overview

Plan NameCHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN
Plan identification number 002

CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN Benefits

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

401k Sponsoring company profile

CHICKASAW NATION has sponsored the creation of one or more 401k plans.

Company Name:CHICKASAW NATION
Employer identification number (EIN):731374986
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LARUE WRIGHT
0022016-01-01TENA JOLLEY
0022015-01-01TENA JOLLEY TENA JOLLEY2016-10-17
0022014-01-01TENA JOLLEY TENA JOLLEY2015-10-14
0022013-01-01TENA JOLLEY TENA JOLLEY2014-10-15
0022012-01-01TENA JOLLEY
0022011-01-01TENA JOLLEY
0022010-01-01TENA JOLLEY
0022009-01-01TENA JOLLEY

Plan Statistics for CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN

401k plan membership statisitcs for CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN

Measure Date Value
2022: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,831
Total number of active participants reported on line 7a of the Form 55002022-01-017,615
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01915
Total of all active and inactive participants2022-01-018,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0144
Total participants2022-01-018,595
Number of participants with account balances2022-01-017,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,844
Total number of active participants reported on line 7a of the Form 55002021-01-017,470
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-011,248
Total of all active and inactive participants2021-01-018,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0126
Total participants2021-01-018,764
Number of participants with account balances2021-01-018,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-019,129
Total number of active participants reported on line 7a of the Form 55002020-01-018,047
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01735
Total of all active and inactive participants2020-01-018,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-018,800
Number of participants with account balances2020-01-017,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,046
Total number of active participants reported on line 7a of the Form 55002019-01-018,642
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01351
Total of all active and inactive participants2019-01-019,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-019,029
Number of participants with account balances2019-01-018,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,906
Total number of active participants reported on line 7a of the Form 55002018-01-018,686
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01290
Total of all active and inactive participants2018-01-018,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018,992
Number of participants with account balances2018-01-018,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,646
Total number of active participants reported on line 7a of the Form 55002017-01-018,565
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01236
Total of all active and inactive participants2017-01-018,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018,819
Number of participants with account balances2017-01-017,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,562
Total number of active participants reported on line 7a of the Form 55002016-01-018,370
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01158
Total of all active and inactive participants2016-01-018,540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018,540
Number of participants with account balances2016-01-017,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,289
Total number of active participants reported on line 7a of the Form 55002015-01-018,280
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-018,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-018,428
Number of participants with account balances2015-01-017,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,514
Total number of active participants reported on line 7a of the Form 55002014-01-018,043
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0196
Total of all active and inactive participants2014-01-018,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018,144
Number of participants with account balances2014-01-017,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,738
Total number of active participants reported on line 7a of the Form 55002013-01-017,508
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-017,514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,514
Number of participants with account balances2013-01-017,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,201
Total number of active participants reported on line 7a of the Form 55002012-01-015,756
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,980
Total of all active and inactive participants2012-01-017,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-017,738
Number of participants with account balances2012-01-016,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,059
Total number of active participants reported on line 7a of the Form 55002011-01-015,396
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,690
Total of all active and inactive participants2011-01-017,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,086
Number of participants with account balances2011-01-016,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,783
Total number of active participants reported on line 7a of the Form 55002010-01-015,424
Number of retired or separated participants receiving benefits2010-01-011,566
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,990
Number of participants with account balances2010-01-015,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017,137
Total number of active participants reported on line 7a of the Form 55002009-01-015,488
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,249
Total of all active and inactive participants2009-01-016,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016,737
Number of participants with account balances2009-01-015,563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN

Measure Date Value
2022 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$0
Total income from all sources (including contributions)2022-12-31$-15,768,433
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$25,567,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,397,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,918,339
Value of total assets at end of year2022-12-31$267,356,796
Value of total assets at beginning of year2022-12-31$308,692,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$169,757
Total interest from all sources2022-12-31$691,300
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,133,439
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,133,439
Administrative expenses professional fees incurred2022-12-31$169,757
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$17,703,150
Participant contributions at end of year2022-12-31$14,839,004
Participant contributions at beginning of year2022-12-31$14,757,890
Participant contributions at end of year2022-12-31$632,415
Participant contributions at beginning of year2022-12-31$601,114
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$186,514
Total non interest bearing cash at end of year2022-12-31$43,742
Total non interest bearing cash at beginning of year2022-12-31$358,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,335,744
Value of net assets at end of year (total assets less liabilities)2022-12-31$267,356,796
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$308,692,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$228,201,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$272,209,992
Interest on participant loans2022-12-31$691,300
Value of interest in common/collective trusts at end of year2022-12-31$23,119,575
Value of interest in common/collective trusts at beginning of year2022-12-31$20,278,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,027,857
Net investment gain or loss from common/collective trusts2022-12-31$516,346
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$14,028,675
Employer contributions (assets) at end of year2022-12-31$520,802
Employer contributions (assets) at beginning of year2022-12-31$486,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,397,554
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$20,113,249
Total income from all sources (including contributions)2021-12-31$72,292,076
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,002,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,874,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,563,709
Value of total assets at end of year2021-12-31$308,692,540
Value of total assets at beginning of year2021-12-31$278,515,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,164
Total interest from all sources2021-12-31$764,963
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,256,201
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,256,201
Administrative expenses professional fees incurred2021-12-31$127,164
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$16,916,738
Participant contributions at end of year2021-12-31$14,757,890
Participant contributions at beginning of year2021-12-31$16,184,657
Participant contributions at end of year2021-12-31$601,114
Participant contributions at beginning of year2021-12-31$568,207
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$235,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$20,113,249
Total non interest bearing cash at end of year2021-12-31$358,125
Total non interest bearing cash at beginning of year2021-12-31$20,186,997
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$50,290,042
Value of net assets at end of year (total assets less liabilities)2021-12-31$308,692,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$258,402,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$272,209,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$241,106,709
Interest on participant loans2021-12-31$764,963
Value of interest in common/collective trusts at end of year2021-12-31$20,278,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,291,256
Net investment gain or loss from common/collective trusts2021-12-31$415,947
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$13,411,436
Employer contributions (assets) at end of year2021-12-31$486,983
Employer contributions (assets) at beginning of year2021-12-31$469,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$21,874,870
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$20,113,249
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$68,457,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,892,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,728,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,108,974
Value of total assets at end of year2020-12-31$278,515,747
Value of total assets at beginning of year2020-12-31$231,837,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,733
Total interest from all sources2020-12-31$925,824
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,353,327
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,353,327
Administrative expenses professional fees incurred2020-12-31$53,581
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$16,719,161
Participant contributions at end of year2020-12-31$16,184,657
Participant contributions at beginning of year2020-12-31$16,388,834
Participant contributions at end of year2020-12-31$568,207
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$982,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$20,113,249
Total non interest bearing cash at end of year2020-12-31$20,186,997
Total non interest bearing cash at beginning of year2020-12-31$284,736
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$26,565,289
Value of net assets at end of year (total assets less liabilities)2020-12-31$258,402,498
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$231,837,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$241,106,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$198,799,071
Interest on participant loans2020-12-31$925,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,364,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,069,787
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$13,407,023
Employer contributions (assets) at end of year2020-12-31$469,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,728,890
Contract administrator fees2020-12-31$110,152
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$70,403,230
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,739,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,503,937
Expenses. Certain deemed distributions of participant loans2019-12-31$199
Value of total corrective distributions2019-12-31$28
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,945,872
Value of total assets at end of year2019-12-31$231,837,209
Value of total assets at beginning of year2019-12-31$181,173,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$235,220
Total interest from all sources2019-12-31$1,443,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,615,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,615,286
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$16,084,339
Participant contributions at end of year2019-12-31$16,388,834
Participant contributions at beginning of year2019-12-31$15,495,513
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$857,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$309,421
Administrative expenses (other) incurred2019-12-31$2,440
Total non interest bearing cash at end of year2019-12-31$284,736
Total non interest bearing cash at beginning of year2019-12-31$236,280
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$50,663,846
Value of net assets at end of year (total assets less liabilities)2019-12-31$231,837,209
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$181,173,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$198,799,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$150,223,695
Interest on participant loans2019-12-31$907,822
Interest earned on other investments2019-12-31$535,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,364,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,217,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,398,311
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$13,003,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,194,516
Contract administrator fees2019-12-31$232,780
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 name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$15,323,885
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,706,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,546,858
Expenses. Certain deemed distributions of participant loans2018-12-31$-76,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,826,879
Value of total assets at end of year2018-12-31$181,173,363
Value of total assets at beginning of year2018-12-31$182,556,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$236,038
Total interest from all sources2018-12-31$1,208,480
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,762,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,762,436
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,101,388
Participant contributions at end of year2018-12-31$15,495,513
Participant contributions at beginning of year2018-12-31$13,915,587
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$600,363
Administrative expenses (other) incurred2018-12-31$3,450
Total non interest bearing cash at end of year2018-12-31$236,280
Total non interest bearing cash at beginning of year2018-12-31$123,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,382,854
Value of net assets at end of year (total assets less liabilities)2018-12-31$181,173,363
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$182,556,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$150,223,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$156,449,766
Interest on participant loans2018-12-31$758,530
Interest earned on other investments2018-12-31$449,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,217,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,932,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,473,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,125,128
Employer contributions (assets) at beginning of year2018-12-31$135,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,546,858
Contract administrator fees2018-12-31$232,588
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$51,245,827
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,686,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,356,036
Expenses. Certain deemed distributions of participant loans2017-12-31$88,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,685,736
Value of total assets at end of year2017-12-31$182,556,217
Value of total assets at beginning of year2017-12-31$144,996,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$241,698
Total interest from all sources2017-12-31$952,391
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,924,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,924,063
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$14,266,212
Participant contributions at end of year2017-12-31$13,915,587
Participant contributions at beginning of year2017-12-31$12,067,194
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$735,323
Administrative expenses (other) incurred2017-12-31$2,875
Total non interest bearing cash at end of year2017-12-31$123,015
Total non interest bearing cash at beginning of year2017-12-31$104,954
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$37,559,287
Value of net assets at end of year (total assets less liabilities)2017-12-31$182,556,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$144,996,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$156,449,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$121,630,913
Interest on participant loans2017-12-31$588,111
Interest earned on other investments2017-12-31$364,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,932,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,193,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,683,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,684,201
Employer contributions (assets) at end of year2017-12-31$135,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,356,036
Contract administrator fees2017-12-31$238,823
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 name2017-12-31BKD CPA
Accountancy firm EIN2017-12-31440160260
2016 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$36,261,358
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,153,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,904,695
Expenses. Certain deemed distributions of participant loans2016-12-31$10,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$24,456,119
Value of total assets at end of year2016-12-31$144,996,930
Value of total assets at beginning of year2016-12-31$121,889,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$238,493
Total interest from all sources2016-12-31$789,190
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,126,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,126,724
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$13,113,056
Participant contributions at end of year2016-12-31$12,067,194
Participant contributions at beginning of year2016-12-31$10,962,641
Participant contributions at beginning of year2016-12-31$129,222
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$576,883
Administrative expenses (other) incurred2016-12-31$2,500
Total non interest bearing cash at end of year2016-12-31$104,954
Total non interest bearing cash at beginning of year2016-12-31$71,745
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$23,107,640
Value of net assets at end of year (total assets less liabilities)2016-12-31$144,996,930
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$121,889,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$121,630,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$101,932,081
Interest on participant loans2016-12-31$495,140
Interest earned on other investments2016-12-31$294,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,193,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,685,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,889,325
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$10,766,180
Employer contributions (assets) at beginning of year2016-12-31$107,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,904,695
Contract administrator fees2016-12-31$235,993
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 name2016-12-31BKD
Accountancy firm EIN2016-12-31440160260
2015 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$21,602,240
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,322,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,095,868
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,033
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,254,016
Value of total assets at end of year2015-12-31$121,889,290
Value of total assets at beginning of year2015-12-31$110,609,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$227,682
Total interest from all sources2015-12-31$667,038
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,588,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,588,900
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,357,636
Participant contributions at end of year2015-12-31$10,962,641
Participant contributions at beginning of year2015-12-31$9,194,776
Participant contributions at end of year2015-12-31$129,222
Participant contributions at beginning of year2015-12-31$404,753
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$624,027
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$2,502
Total non interest bearing cash at end of year2015-12-31$71,745
Total non interest bearing cash at beginning of year2015-12-31$34,276
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$11,279,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$121,889,290
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$110,609,567
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
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$101,932,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$94,101,290
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$436,791
Interest earned on other investments2015-12-31$230,247
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,685,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,411,478
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,907,714
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$10,272,353
Employer contributions (assets) at end of year2015-12-31$107,648
Employer contributions (assets) at beginning of year2015-12-31$462,994
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,095,868
Contract administrator fees2015-12-31$225,180
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 name2015-12-31BKD
Accountancy firm EIN2015-12-31044010260
2014 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$6
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$26,901,483
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,518,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,206,340
Expenses. Certain deemed distributions of participant loans2014-12-31$80,916
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,268,630
Value of total assets at end of year2014-12-31$110,609,567
Value of total assets at beginning of year2014-12-31$95,226,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$230,935
Total interest from all sources2014-12-31$335,081
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,274,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,274,577
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,753,712
Participant contributions at end of year2014-12-31$9,194,776
Participant contributions at beginning of year2014-12-31$7,450,647
Participant contributions at end of year2014-12-31$404,753
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$525,704
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,625
Total non interest bearing cash at end of year2014-12-31$34,276
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$15,383,292
Value of net assets at end of year (total assets less liabilities)2014-12-31$110,609,567
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,226,269
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$94,101,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$82,444,254
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$334,733
Interest earned on other investments2014-12-31$348
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,411,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,331,368
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-976,805
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$8,989,214
Employer contributions (assets) at end of year2014-12-31$462,994
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,206,340
Contract administrator fees2014-12-31$228,310
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD
Accountancy firm EIN2014-12-31044010260
2013 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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$33,985,187
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,299,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,099,535
Expenses. Certain deemed distributions of participant loans2013-12-31$59,032
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,937,262
Value of total assets at end of year2013-12-31$95,226,269
Value of total assets at beginning of year2013-12-31$68,540,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140,534
Total interest from all sources2013-12-31$320,974
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,692,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,692,182
Administrative expenses professional fees incurred2013-12-31$0
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 period2013-12-31Yes
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$9,578,964
Participant contributions at end of year2013-12-31$7,450,647
Participant contributions at beginning of year2013-12-31$5,799,719
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$319,449
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$319,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$977
Administrative expenses (other) incurred2013-12-31$102,531
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$26,686,086
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,226,269
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,540,183
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$82,444,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,782,847
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$287,873
Interest earned on other investments2013-12-31$33,101
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$3,293,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,331,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,031,505
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$2,287
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$8,039,103
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$344,183
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,099,535
Contract administrator fees2013-12-31$38,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31044010260
2012 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$17,107
Total transfer of assets from this plan2012-12-31$35,330
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$23,264,060
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,654,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,535,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,763,479
Value of total assets at end of year2012-12-31$68,540,183
Value of total assets at beginning of year2012-12-31$50,948,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$118,974
Total interest from all sources2012-12-31$213,433
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$1,000,000
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$8,636,875
Participant contributions at end of year2012-12-31$5,799,719
Participant contributions at beginning of year2012-12-31$4,508,019
Participant contributions at end of year2012-12-31$319,449
Participant contributions at beginning of year2012-12-31$289,321
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$836,777
Administrative expenses (other) incurred2012-12-31$118,974
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$17,609,882
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,540,183
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,948,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,782,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,128,847
Interest on participant loans2012-12-31$213,433
Value of interest in common/collective trusts at end of year2012-12-31$3,293,985
Value of interest in common/collective trusts at beginning of year2012-12-31$2,703,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,277,540
Net investment gain or loss from common/collective trusts2012-12-31$9,608
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$7,289,827
Employer contributions (assets) at end of year2012-12-31$344,183
Employer contributions (assets) at beginning of year2012-12-31$318,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,535,204
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 name2012-12-31BKD
Accountancy firm EIN2012-12-31044016260
2011 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$22,037
Total transfer of assets from this plan2011-12-31$4,231
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$12,665,349
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,413,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,304,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,537,303
Value of total assets at end of year2011-12-31$50,948,524
Value of total assets at beginning of year2011-12-31$43,678,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,673
Total interest from all sources2011-12-31$164,463
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$1,000,000
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$7,844,077
Participant contributions at end of year2011-12-31$4,508,019
Participant contributions at beginning of year2011-12-31$3,145,425
Participant contributions at end of year2011-12-31$289,321
Participant contributions at beginning of year2011-12-31$266,072
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,617
Administrative expenses (other) incurred2011-12-31$108,673
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$7,252,305
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,948,524
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,678,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,128,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,961,655
Interest on participant loans2011-12-31$164,463
Value of interest in common/collective trusts at end of year2011-12-31$2,703,979
Value of interest in common/collective trusts at beginning of year2011-12-31$2,015,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,045,957
Net investment gain or loss from common/collective trusts2011-12-31$9,540
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$6,627,609
Employer contributions (assets) at end of year2011-12-31$318,358
Employer contributions (assets) at beginning of year2011-12-31$289,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,304,371
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 name2011-12-31BKD
Accountancy firm EIN2011-12-31440160260
2010 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$18,766,651
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,730,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,646,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,029,994
Value of total assets at end of year2010-12-31$43,678,413
Value of total assets at beginning of year2010-12-31$28,642,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$84,618
Total interest from all sources2010-12-31$94,399
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$1,000,000
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$7,391,275
Participant contributions at end of year2010-12-31$3,145,425
Participant contributions at beginning of year2010-12-31$1,426,558
Participant contributions at end of year2010-12-31$266,072
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$335,650
Administrative expenses (other) incurred2010-12-31$84,618
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$15,035,747
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,678,413
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,642,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,961,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,950,225
Interest on participant loans2010-12-31$94,399
Value of interest in common/collective trusts at end of year2010-12-31$2,015,625
Value of interest in common/collective trusts at beginning of year2010-12-31$1,265,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,623,333
Net investment gain or loss from common/collective trusts2010-12-31$18,925
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$6,303,069
Employer contributions (assets) at end of year2010-12-31$289,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,646,286
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 name2010-12-31BKD
Accountancy firm EIN2010-12-31440160260
2009 : CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN

2022: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHICKASAW NATION GOVERNMENTAL ENTERPRISES 401(K) P 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156-1
Policy instance 1
Insurance contract or identification numberMR 61156-1
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-29
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered9030
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered8992
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered8819
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered8428
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered8144
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61156
Policy instance 1
Insurance contract or identification numberMR 61156
Number of Individuals Covered7514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1